WCM
NXC

Windsor Capital Management’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-4,077
Closed -$61K – 317
2015
Q3 		$61K Buy
+4,077
New +$61K 0.04% 154
2014
Q1 		– Sell
-2,247
Closed -$30K – 222
2013
Q4 		$30K Hold
2,247
– – 0.02% 221
2013
Q3 		$30K Hold
2,247
– – 0.02% 228
2013
Q2 		$32K Buy
+2,247
New +$34K 0.02% 212

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EMA
Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Windsor Capital Management's NXC Position: Q4 2015 in Review

Windsor Capital Management sold out of Nuveen CA Select Tax-Free Income Portfolio (NXC) in Q4 2015, closing a stake of 4,077 shares — an estimated $61K sold.

Windsor Capital Management first reported a position in NXC in Q2 2013 and held it in 4 quarters. The position peaked at $61K in Q3 2015. 16 funds tracked by Wall St. Rank hold NXC as of Q4 2015.

  • Windsor Capital Management reported no remaining Nuveen CA Select Tax-Free Income Portfolio position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 4,077 Nuveen CA Select Tax-Free Income Portfolio shares in Q4 2015, an estimated $61K.
  • Windsor Capital Management first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Nuveen CA Select Tax-Free Income Portfolio position peaked at $61K in Q3 2015.
  • 16 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.