Windsor Wealth Management’s Nuveen Select Tax-Free Income Portfolio NXP Stock Holding History

Windsor Wealth Management’s Portfolio NXP Stock Details NXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$215K	Hold	16,188	–	–	0.04%	150
2023 Q2	$233K	Hold	16,188	–	–	0.04%	150
2023 Q1	$231K	Hold	16,188	–	–	0.04%	148
2022 Q4	$230K	Hold	16,188	–	–	0.05%	145
2022 Q3	$213K	Hold	16,188	–	–	0.05%	141
2022 Q2	$230K	Hold	16,188	–	–	0.06%	136
2022 Q1	$229K	Hold	16,188	–	–	0.04%	214
2021 Q4	$254K	Hold	16,188	–	–	0.05%	206
2021 Q3	$277K	Hold	16,188	–	–	0.06%	187
2021 Q2	$296K	Hold	16,188	–	–	0.06%	175
2021 Q1	$282K	Hold	16,188	–	–	0.07%	173
2020 Q4	$288K	Hold	16,188	–	–	0.07%	166
2020 Q3	$264K	Hold	16,188	–	–	0.08%	170
2020 Q2	$254K	Hold	16,188	–	–	0.08%	167
2020 Q1	$242K	Hold	16,188	–	–	0.1%	159
2019 Q4	$266K	Hold	16,188	–	–	0.1%	163
2019 Q3	$257K	Hold	16,188	–	–	0.11%	157
2019 Q2	$247K	Hold	16,188	–	–	0.11%	157
2019 Q1	$237K	Hold	16,188	–	–	0.13%	134
2018 Q4	$228K	Hold	16,188	–	–	0.16%	122
2018 Q3	$225K	Hold	16,188	–	–	0.15%	121
2018 Q2	$231K	Hold	16,188	–	–	0.18%	113
2018 Q1	$227K	Hold	16,188	–	–	0.19%	112
2017 Q4	$237K	Buy	+16,188	New	+$239K	0.2%	109

Other funds holding NXP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Windsor Wealth Management's NXP Position: Q3 2023 in Review

Windsor Wealth Management held its Nuveen Select Tax-Free Income Portfolio (NXP) position steady in Q3 2023 at 16,188 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #150.

Windsor Wealth Management first reported a position in NXP in Q4 2017 and has held it in 24 quarters since. The position peaked at $296K in Q2 2021. 89 funds tracked by Wall St. Rank hold NXP as of Q3 2023.

Windsor Wealth Management held 16,188 shares of Nuveen Select Tax-Free Income Portfolio worth $215K as of Q3 2023.
Windsor Wealth Management left its Nuveen Select Tax-Free Income Portfolio share count unchanged in Q3 2023.
Nuveen Select Tax-Free Income Portfolio made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #150 holding.
Windsor Wealth Management first reported a position in Nuveen Select Tax-Free Income Portfolio in Q4 2017 and has held it in 24 quarters since.
Windsor Wealth Management's Nuveen Select Tax-Free Income Portfolio position peaked at $296K in Q2 2021.
89 funds tracked by Wall St. Rank held Nuveen Select Tax-Free Income Portfolio as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.