WA
NXC

Winfield Associates’s Nuveen CA Select Tax-Free Income Portfolio NXC Stock Holding History

Winfield Associates’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
2022
Q1 		$233K Sell
16,400
-200
-1% -$3.11K 0.08% 138
2021
Q4 		$274K Hold
16,600
– – 0.09% 136
2021
Q3 		$262K Hold
16,600
– – 0.1% 131
2021
Q2 		$280K Hold
16,600
– – 0.1% 129
2021
Q1 		$270K Hold
16,600
– – 0.11% 122
2020
Q4 		$268K Sell
16,600
-700
-4% -$11.2K 0.11% 114
2020
Q3 		$277K Buy
17,300
+1,500
+9% +$24.1K 0.13% 100
2020
Q2 		$259K Hold
15,800
– – 0.13% 101
2020
Q1 		$229K Sell
15,800
-200
-1% -$3.1K 0.14% 97
2019
Q4 		$266K Hold
16,000
– – 0.12% 111
2019
Q3 		$252K Hold
16,000
– – 0.12% 114
2019
Q2 		$237K Hold
16,000
– – 0.12% 112
2019
Q1 		$226K Hold
16,000
– – 0.12% 111
2018
Q4 		$213K Hold
16,000
– – 0.13% 103
2018
Q3 		$224K Hold
16,000
– – 0.11% 110
2018
Q2 		$224K Buy
+16,000
New +$221K 0.12% 105

Other funds holding NXC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Winfield Associates's NXC Position: Q1 2022 in Review

Winfield Associates reduced its Nuveen CA Select Tax-Free Income Portfolio (NXC) stake by 1.2% in Q1 2022, selling an estimated $3.11K and leaving 16,400 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #138.

Winfield Associates first reported a position in NXC in Q2 2018 and has held it in 16 quarters since. The position peaked at $280K in Q2 2021. 18 funds tracked by Wall St. Rank hold NXC as of Q1 2022.

  • Winfield Associates held 16,400 shares of Nuveen CA Select Tax-Free Income Portfolio worth $233K as of Q1 2022.
  • Winfield Associates sold 200 Nuveen CA Select Tax-Free Income Portfolio shares in Q1 2022, an estimated $3.11K.
  • Nuveen CA Select Tax-Free Income Portfolio made up 0.08% of Winfield Associates's portfolio in Q1 2022, its #138 holding.
  • Winfield Associates first reported a position in Nuveen CA Select Tax-Free Income Portfolio in Q2 2018 and has held it in 16 quarters since.
  • Winfield Associates's Nuveen CA Select Tax-Free Income Portfolio position peaked at $280K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held Nuveen CA Select Tax-Free Income Portfolio as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.