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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 $4.63M invested in Nuveen CA Select Tax-Free Income Portfolio in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $3.62M → $4.63M (+$1M)

5% more funds holding

Funds holding: 1920 (+1)

1.4% more ownership

Funds ownership: 4.06%5.46% (+1.4%)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
3
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
$695K -$6.99K -521 -1%
RVPG
2
Relative Value Partners Group
$577K +$260K +19,344 +80%
KIM
3
Karpus Investment Management
New York
$562K +$567K +42,242 New
Invesco
4
Invesco
Georgia
$470K +$134K +10,018 +40%
LCM
5
Landscape Capital Management
New Jersey
$464K +$291K +21,680 +164%
BRWM
6
B. Riley Wealth Management
Tennessee
$373K
Wells Fargo
7
Wells Fargo
California
$352K +$9.32K +694 +3%
WA
8
Winfield Associates
Ohio
$213K
FFA
9
First Foundation Advisors
California
$184K +$41.3K +3,077 +29%
IA
10
IFP Advisors
Florida
$183K +$268 +20 +0.1%
UBS Group
11
UBS Group
Switzerland
$173K -$34.5K -2,567 -16%
Bank of America
12
Bank of America
North Carolina
$81K -$80.9K -6,030 -50%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$79K +$6.71K +500 +9%
WAM
14
Wolverine Asset Management
Illinois
$49K +$50K +3,724 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$48K +$25.3K +1,884 +111%
TIM
16
Tortoise Investment Management
New York
$33K
AWM
17
Aevitas Wealth Management
Massachusetts
$29K
Citigroup
18
Citigroup
New York
$29K
RFA
19
Reilly Financial Advisors
California
$17K
HNB
20
Huntington National Bank
Ohio
$9K
TRCT
21
Tower Research Capital (TRC)
New York
$5K +$5.1K +380 New
SWP
22
Stratos Wealth Partners
Ohio
-$78K -5,551 Closed

NXC Hedge Fund Activity: Q4 2018 in Review

20 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2018, worth a combined $4.63M — up 28% from $3.62M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXC positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $567K. The largest seller was Bank of America, cutting an estimated $80.9K.

  • 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2018, up from 19 in Q3 2018.
  • Funds reported $4.63M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2018, up 28% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2018 and 2 closed out, a net change of +1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2018 was Karpus Investment Management, an estimated $567K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2018 was Bank of America, an estimated $80.9K sold.

Based on aggregated 13F filings for Q4 2018.