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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

23 hedge funds and large institutions have $5.38M invested in Nuveen CA Select Tax-Free Income Portfolio in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $4.63M → $5.38M (+$755K)

15% more funds holding

Funds holding: 2023 (+3)

0.53% more ownership

Funds ownership: 5.46%5.99% (+0.53%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$702K -$34.4K -2,488 -5%
RVPG
2
Relative Value Partners Group
$614K
LCM
3
Landscape Capital Management
New Jersey
$595K +$100K +7,242 +21%
KIM
4
Karpus Investment Management
New York
$564K -$33K -2,390 -6%
Invesco
5
Invesco
Georgia
$526K +$26.9K +1,948 +6%
FFA
6
First Foundation Advisors
California
$523K +$321K +23,214 +168%
BRWM
7
B. Riley Wealth Management
Tennessee
$395K
Wells Fargo
8
Wells Fargo
California
$378K +$4.7K +340 +1%
UBS Group
9
UBS Group
Switzerland
$271K +$85.8K +6,210 +48%
WA
10
Winfield Associates
Ohio
$226K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$167K +$163K +11,824 New
WAM
12
Wolverine Asset Management
Illinois
$104K +$50.5K +3,652 +98%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$83K
IA
14
IFP Advisors
Florida
$57K -$132K -9,587 -70%
TIM
15
Tortoise Investment Management
New York
$35K
AWM
16
Aevitas Wealth Management
Massachusetts
$31K
Citigroup
17
Citigroup
New York
$31K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24K -$26K -1,884 -53%
RFA
19
Reilly Financial Advisors
California
$18K
Bank of America
20
Bank of America
North Carolina
$16K -$68.6K -4,962 -82%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$11K +$10.8K +780 New
HNB
22
Huntington National Bank
Ohio
$9K
TRCT
23
Tower Research Capital (TRC)
New York
-$4.77K -345 -91%
FIA
24
FNY Investment Advisers
New York
+$981 +71 New

NXC Hedge Fund Activity: Q1 2019 in Review

23 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q1 2019, worth a combined $5.38M — up 16% from $4.63M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NXC positions and 0 closed out — a net gain of 3 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $321K. The largest seller was IFP Advisors, cutting an estimated $132K.

  • 23 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q1 2019, up from 20 in Q4 2018.
  • Funds reported $5.38M of Nuveen CA Select Tax-Free Income Portfolio stock for Q1 2019, up 16% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q1 2019 and 0 closed out, a net change of +3 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q1 2019 was First Foundation Advisors, an estimated $321K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q1 2019 was IFP Advisors, an estimated $132K sold.

Based on aggregated 13F filings for Q1 2019.