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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 $3.77M invested in Nuveen CA Select Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

25% more funds holding

Funds holding: 1620 (+4)

23% more capital invested

Capital invested by funds: $3.07M → $3.77M (+$696K)

0.79% more ownership

Funds ownership: 3.49%4.28% (+0.79%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.12M +$63.1K +4,558 +6%
RVPG
2
Relative Value Partners Group
$356K +$52.7K +3,808 +18%
WAM
3
Wolverine Asset Management
Illinois
$327K +$170K +12,253 +109%
Wells Fargo
4
Wells Fargo
California
$286K -$169K -12,198 -37%
LCM
5
Landscape Capital Management
New Jersey
$246K +$83.3K +6,022 +52%
WA
6
Winfield Associates
Ohio
$224K +$221K +16,000 New
UBS Group
7
UBS Group
Switzerland
$220K -$26.3K -1,900 -11%
IA
8
IFP Advisors
Florida
$196K -$27.4K -1,980 -12%
RCM
9
Rivernorth Capital Management
Florida
$166K +$165K +11,900 New
Bank of America
10
Bank of America
North Carolina
$162K -$48.9K -3,533 -23%
FFA
11
First Foundation Advisors
California
$150K +$149K +10,733 New
AA
12
Apriem Advisors
California
$98K +$96.9K +7,000 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$75K
TIM
14
Tortoise Investment Management
New York
$35K +$34.6K +2,500 New
AWM
15
Aevitas Wealth Management
Massachusetts
$31K
Citigroup
16
Citigroup
New York
$31K
RFA
17
Reilly Financial Advisors
California
$18K
GBBWRPM
18
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10K
HNB
20
Huntington National Bank
Ohio
$9K
SWP
21
Stratos Wealth Partners
Ohio
-$77K -5,551 Closed
FIA
22
FNY Investment Advisers
New York
+$623 +45 New

NXC Hedge Fund Activity: Q2 2018 in Review

20 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q2 2018, worth a combined $3.77M — up 23% from $3.07M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NXC positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Winfield Associates, opening a new position worth an estimated $221K. The largest seller was Wells Fargo, cutting an estimated $169K.

  • 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q2 2018, up from 16 in Q1 2018.
  • Funds reported $3.77M of Nuveen CA Select Tax-Free Income Portfolio stock for Q2 2018, up 23% quarter-over-quarter.
  • 6 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q2 2018 was Winfield Associates, an estimated $221K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q2 2018 was Wells Fargo, an estimated $169K sold.

Based on aggregated 13F filings for Q2 2018.