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NXC

Nuveen CA Select Tax-Free Income Portfolio
NXC

Delisted

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

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13 hedge funds and large institutions have $2.67M invested in Nuveen CA Select Tax-Free Income Portfolio in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

18% more funds holding

Funds holding: 11 → 13 (+2)

0.05% more ownership

Funds ownership: 2.78% → 2.84% (+0.05%)

3% less capital invested

Capital invested by funds: $2.74M → $2.67M (-$70K)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWP
Stratos Wealth Partners
Ohio
+$84.9K
2
Bank of America
Bank of America
North Carolina
+$71.9K
3
WAM
Wolverine Asset Management
Illinois
+$40.8K
4
UBS Group
UBS Group
Switzerland
+$31.5K
5
Wells Fargo
Wells Fargo
California
+$3.5K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$182K
2
IA
IFP Advisors
Florida
-$38.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.1M +$291 +19 +0%
Wells Fargo
2
Wells Fargo
California
$461K +$3.5K +229 +0.7%
Bank of America
3
Bank of America
North Carolina
$295K +$71.9K +4,700 +31%
UBS Group
4
UBS Group
Switzerland
$248K +$31.5K +2,058 +14%
IA
5
IFP Advisors
Florida
$238K -$38.9K -2,541 -14%
SWP
6
Stratos Wealth Partners
Ohio
$83K +$84.9K +5,551 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$80K – – –
WAM
8
Wolverine Asset Management
Illinois
$39K +$40.8K +2,668 New
Citigroup
9
Citigroup
New York
$33K – – –
AWM
10
Aevitas Wealth Management
Massachusetts
$33K +$33.7K +2,200 New
RFA
11
Reilly Financial Advisors
California
$19K – – –
GBBWRPM
12
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K – – –
HNB
13
Huntington National Bank
Ohio
$10K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$10K – – –
LPL Financial
15
LPL Financial
California
– -$182K -11,660 Closed

NXC Hedge Fund Activity: Q4 2017 in Review

13 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2017, worth a combined $2.67M — down 2.6% from $2.74M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXC positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Stratos Wealth Partners, opening a new position worth an estimated $84.9K. The largest seller was LPL Financial, exiting entirely with an estimated $182K sold.

  • 13 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2017, up from 11 in Q3 2017.
  • Funds reported $2.67M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2017, down 2.6% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2017 and 1 closed out, a net change of +2 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2017 was Stratos Wealth Partners, an estimated $84.9K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2017 was LPL Financial, an estimated $182K sold.

Based on aggregated 13F filings for Q4 2017.