VHAM
NXC

Van Hulzen Asset Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Van Hulzen Asset Management’s Portfolio NXC Stock Details NXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,787
Closed -$61.9K – 836
2024
Q4 		$61.9K Buy
+4,787
New +$64.8K ﹤0.01% 469

Other funds holding NXC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Van Hulzen Asset Management's NXC Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q1 2025, closing a stake of 4,787 shares — an estimated $61.9K sold.

Van Hulzen Asset Management first reported a position in NXC in Q4 2024 and held it in 1 quarter. The position peaked at $61.9K in Q4 2024. 24 funds tracked by Wall St. Rank hold NXC as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4,787 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2025, an estimated $61.9K.
  • Van Hulzen Asset Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $61.9K in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.