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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

19 hedge funds and large institutions have $3.62M invested in Nuveen CA Select Tax-Free Income Portfolio in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 4.28%4.06% (-0.22%)

4% less capital invested

Capital invested by funds: $3.77M → $3.62M (-$150K)

5% less funds holding

Funds holding: 2019 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
5
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
$738K -$379K -27,156 -34%
BRWM
2
B. Riley Wealth Management
Tennessee
$392K +$390K +28,000 New
Wells Fargo
3
Wells Fargo
California
$361K +$73.8K +5,293 +26%
Invesco
4
Invesco
Georgia
$353K +$352K +25,268 New
RVPG
5
Relative Value Partners Group
$337K -$18.8K -1,350 -5%
WA
6
Winfield Associates
Ohio
$224K
UBS Group
7
UBS Group
Switzerland
$218K -$2.51K -180 -1%
IA
8
IFP Advisors
Florida
$191K -$5.31K -381 -3%
LCM
9
Landscape Capital Management
New Jersey
$185K -$61.7K -4,422 -25%
Bank of America
10
Bank of America
North Carolina
$169K +$7.29K +523 +5%
FFA
11
First Foundation Advisors
California
$150K
SWP
12
Stratos Wealth Partners
Ohio
$78K +$77.4K +5,551 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$76K
TIM
14
Tortoise Investment Management
New York
$35K
AWM
15
Aevitas Wealth Management
Massachusetts
$31K
Citigroup
16
Citigroup
New York
$31K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24K +$13.9K +1,000 +143%
RFA
18
Reilly Financial Advisors
California
$18K
HNB
19
Huntington National Bank
Ohio
$9K
WAM
20
Wolverine Asset Management
Illinois
-$327K -23,460 Closed
RCM
21
Rivernorth Capital Management
Florida
-$166K -11,900 Closed
AA
22
Apriem Advisors
California
-$98K -7,000 Closed
GBBWRPM
23
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
-$14K -1,000 Closed

NXC Hedge Fund Activity: Q3 2018 in Review

19 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2018, worth a combined $3.62M — down 4% from $3.77M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NXC and 3 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.

The largest buyer was Invesco, opening a new position worth an estimated $352K. The largest seller was Morgan Stanley, cutting an estimated $379K.

  • 19 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2018, down from 20 in Q2 2018.
  • Funds reported $3.62M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2018, down 4% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2018 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2018 was Invesco, an estimated $352K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2018 was Morgan Stanley, an estimated $379K sold.

Based on aggregated 13F filings for Q3 2018.