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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

21 hedge funds and large institutions have $7.57M invested in Nuveen CA Select Tax-Free Income Portfolio in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $6.78M → $7.57M (+$788K)

5% more funds holding

Funds holding: 2021 (+1)

0.95% more ownership

Funds ownership: 7.98%8.92% (+0.95%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.97M -$713K -53,147 -27%
PMG
2
Private Management Group
California
$1.2M +$1.19M +89,099 New
Morgan Stanley
3
Morgan Stanley
New York
$917K +$87.2K +6,504 +11%
Wells Fargo
4
Wells Fargo
California
$674K +$18K +1,339 +3%
Bank of America
5
Bank of America
North Carolina
$646K -$71.7K -5,346 -10%
GC
6
Guggenheim Capital
Illinois
$569K +$412K +30,688 +268%
LPL Financial
7
LPL Financial
California
$458K -$14.6K -1,090 -3%
U
8
UBS
Switzerland
$299K +$49.7K +3,707 +20%
VKH
9
Virtu KCG Holdings
New York
$273K +$272K +20,257 New
DA
10
Doliver Advisors
Texas
$185K +$12.7K +946 +7%
AA
11
Apriem Advisors
California
$68K
EMA
12
Efficient Market Advisors
California
$68K
DADC
13
D.A. Davidson & Co
Montana
$60K +$59.7K +4,450 New
Creative Planning
14
Creative Planning
Kansas
$40K +$39.3K +2,929 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$34K +$20K +1,490 +149%
WCM
16
Windsor Capital Management
Arizona
$30K
MA
17
MUFG Americas
New York
$25K -$485K -36,200 -95%
RFA
18
Reilly Financial Advisors
California
$17K
HNB
19
Huntington National Bank
Ohio
$9K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9K
Citigroup
21
Citigroup
New York
$5K -$75.7K -5,643 -93%
TRCT
22
Tower Research Capital (TRC)
New York
$5K +$2.82K +210 +111%
WAM
23
Wolverine Asset Management
Illinois
-$6K -497 Closed
CFSG
24
Community Financial Services Group
Vermont
-$5K -336 Closed
Nomura Holdings
25
Nomura Holdings
Japan
-$1K -75 Closed

NXC Hedge Fund Activity: Q4 2013 in Review

21 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2013, worth a combined $7.57M — up 12% from $6.78M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NXC positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Private Management Group, opening a new position worth an estimated $1.19M. The largest seller was Invesco, cutting an estimated $713K.

  • 21 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2013, up from 20 in Q3 2013.
  • Funds reported $7.57M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2013, up 12% quarter-over-quarter.
  • 4 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2013 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2013 was Private Management Group, an estimated $1.19M added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2013 was Invesco, an estimated $713K sold.

Based on aggregated 13F filings for Q4 2013.