We are live on ! Find out more
NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

18 hedge funds and large institutions have $7.29M invested in Nuveen CA Select Tax-Free Income Portfolio in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% less ownership

Funds ownership: 8.92%8.16% (-0.76%)

4% less capital invested

Capital invested by funds: $7.57M → $7.29M (-$272K)

14% less funds holding

Funds holding: 2118 (-3)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$1.89M -$192K -13,640 -9%
PMG
2
Private Management Group
California
$1.27M -$2.11K -150 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$929K -$38.6K -2,745 -4%
GC
4
Guggenheim Capital
Illinois
$850K +$246K +17,468 +41%
Bank of America
5
Bank of America
North Carolina
$690K +$7.31K +520 +1%
Wells Fargo
6
Wells Fargo
California
$655K -$55.6K -3,958 -8%
LPL Financial
7
LPL Financial
California
$342K -$139K -9,898 -29%
U
8
UBS
Switzerland
$326K +$10.4K +742 +3%
AA
9
Apriem Advisors
California
$71K
EMA
10
Efficient Market Advisors
California
$71K
DADC
11
D.A. Davidson & Co
Montana
$63K
Creative Planning
12
Creative Planning
Kansas
$47K +$5.27K +375 +13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$35K
MA
14
MUFG Americas
New York
$26K
RFA
15
Reilly Financial Advisors
California
$18K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10K
CFSG
17
Community Financial Services Group
Vermont
$5K +$4.72K +336 New
TRCT
18
Tower Research Capital (TRC)
New York
$1K -$4.22K -300 -75%
VKH
19
Virtu KCG Holdings
New York
-$273K -20,257 Closed
DA
20
Doliver Advisors
Texas
-$185K -13,727 Closed
WCM
21
Windsor Capital Management
Arizona
-$30K -2,247 Closed
Citigroup
22
Citigroup
New York
-$5K -394 Closed

NXC Hedge Fund Activity: Q1 2014 in Review

18 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q1 2014, worth a combined $7.29M — down 3.6% from $7.57M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXC and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Guggenheim Capital, adding an estimated $246K. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $273K sold.

  • 18 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q1 2014, down from 21 in Q4 2013.
  • Funds reported $7.29M of Nuveen CA Select Tax-Free Income Portfolio stock for Q1 2014, down 3.6% quarter-over-quarter.
  • 1 fund opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q1 2014 and 4 closed out, a net change of -3 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q1 2014 was Guggenheim Capital, an estimated $246K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q1 2014 was Virtu KCG Holdings, an estimated $273K sold.

Based on aggregated 13F filings for Q1 2014.