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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

NXC was delisted on the 9th of January, 2026.

20 hedge funds and large institutions have $6.78M invested in Nuveen CA Select Tax-Free Income Portfolio in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

18% more funds holding

Funds holding: 1720 (+3)

0.08% less ownership

Funds ownership: 8.06%7.98% (-0.08%)

6% less capital invested

Capital invested by funds: $7.24M → $6.78M (-$460K)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$2.7M -$450K -32,846 -14%
Morgan Stanley
2
Morgan Stanley
New York
$833K +$89.6K +6,543 +12%
Bank of America
3
Bank of America
North Carolina
$721K +$93.6K +6,841 +15%
Wells Fargo
4
Wells Fargo
California
$658K -$125K -9,100 -16%
MA
5
MUFG Americas
New York
$516K -$6.84K -500 -1%
LPL Financial
6
LPL Financial
California
$462K -$82K -5,994 -15%
U
7
UBS
Switzerland
$250K +$158K +11,508 +166%
DA
8
Doliver Advisors
Texas
$173K +$175K +12,781 New
GC
9
Guggenheim Capital
Illinois
$155K +$157K +11,455 New
Citigroup
10
Citigroup
New York
$81K +$75.2K +5,492 +1,008%
AA
11
Apriem Advisors
California
$68K
EMA
12
Efficient Market Advisors
California
$68K +$41.1K +3,000 +150%
WCM
13
Windsor Capital Management
Arizona
$30K
RFA
14
Reilly Financial Advisors
California
$17K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$14K
HNB
16
Huntington National Bank
Ohio
$9K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$9K
WAM
18
Wolverine Asset Management
Illinois
$6K +$6.8K +497 New
CFSG
19
Community Financial Services Group
Vermont
$5K
TRCT
20
Tower Research Capital (TRC)
New York
$3K +$1.23K +90 +90%
Nomura Holdings
21
Nomura Holdings
Japan
$1K +$1.03K +75 New
CWM
22
Concert Wealth Management
California
-$208K -14,501 Closed

NXC Hedge Fund Activity: Q3 2013 in Review

20 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2013, worth a combined $6.78M — down 6.4% from $7.24M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NXC positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was Doliver Advisors, opening a new position worth an estimated $175K. The largest seller was Invesco, cutting an estimated $450K.

  • 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2013, up from 17 in Q2 2013.
  • Funds reported $6.78M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 4 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2013 and 1 closed out, a net change of +3 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2013 was Doliver Advisors, an estimated $175K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2013 was Invesco, an estimated $450K sold.

Based on aggregated 13F filings for Q3 2013.