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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

16 hedge funds and large institutions have $3.27M invested in Nuveen CA Select Tax-Free Income Portfolio in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% less ownership

Funds ownership: 5.31%3.37% (-1.9%)

20% less funds holding

Funds holding: 2016 (-4)

34% less capital invested

Capital invested by funds: $4.96M → $3.27M (-$1.7M)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
16
Holders Change
-4
Holders Change %
-20%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.14M -$4.95K -320 -0.4%
Wells Fargo
2
Wells Fargo
California
$485K -$3.15K -204 -0.6%
IA
3
IFP Advisors
Florida
$284K +$7.73K +500 +3%
GC
4
Guggenheim Capital
Illinois
$242K -$187K -12,064 -43%
Bank of America
5
Bank of America
North Carolina
$215K
LPL Financial
6
LPL Financial
California
$213K -$827K -53,514 -79%
UBS Group
7
UBS Group
Switzerland
$185K -$38.3K -2,476 -17%
CRC
8
Curi RMB Capital
Illinois
$163K -$119K -7,667 -42%
DA
9
Doliver Advisors
Texas
$160K -$88.1K -5,697 -35%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$83K +$26.4K +1,710 +46%
Creative Planning
11
Creative Planning
Kansas
$22K
RFA
12
Reilly Financial Advisors
California
$19K
GBBWRPM
13
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K
DADC
14
D.A. Davidson & Co
Montana
$12K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$11K
HNB
16
Huntington National Bank
Ohio
$10K
TRCT
17
Tower Research Capital (TRC)
New York
$9K +$9.28K +600 New
LCM
18
Laurion Capital Management
New York
-$271K -18,307 Closed
AA
19
Apriem Advisors
California
-$104K -7,000 Closed
WAM
20
Wolverine Asset Management
Illinois
-$14K -1,000 Closed
AG
21
Advisor Group
Arizona
-$12K -822 Closed

NXC Hedge Fund Activity: Q2 2017 in Review

16 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q2 2017, worth a combined $3.27M — down 34% from $4.96M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXC and 1 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 2 added.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $26.4K. The largest seller was LPL Financial, cutting an estimated $827K.

  • 16 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q2 2017, down from 20 in Q1 2017.
  • Funds reported $3.27M of Nuveen CA Select Tax-Free Income Portfolio stock for Q2 2017, down 34% quarter-over-quarter.
  • 1 fund opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q2 2017 and 4 closed out, a net change of -3 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q2 2017 was Ladenburg Thalmann Financial Services, an estimated $26.4K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q2 2017 was LPL Financial, an estimated $827K sold.

Based on aggregated 13F filings for Q2 2017.