WAP
NXC

Wealthcare Advisory Partners’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Wealthcare Advisory Partners’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
2020
Q2 		– Sell
-3,261
Closed -$47K – 1030
2020
Q1 		$47K Hold
3,261
– – 0.01% 519
2019
Q4 		$54K Hold
3,261
– – 0.01% 530
2019
Q3 		$51K Hold
3,261
– – 0.01% 531
2019
Q2 		$48K Buy
+3,261
New +$46.5K 0.01% 513

Other funds holding NXC

FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return
ACI
Alpha Cubed Investments Irvine, California $2.92B AUM 31.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthcare Advisory Partners's NXC Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q2 2020, closing a stake of 3,261 shares — an estimated $47K sold.

Wealthcare Advisory Partners first reported a position in NXC in Q2 2019 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 19 funds tracked by Wall St. Rank hold NXC as of Q2 2020.

  • Wealthcare Advisory Partners reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q2 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,261 Nuveen CA Select Tax-Free Income Portfolio shares in Q2 2020, an estimated $47K.
  • Wealthcare Advisory Partners first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Nuveen CA Select Tax-Free Income Portfolio position peaked at $54K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.