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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 $4.98M invested in Nuveen CA Select Tax-Free Income Portfolio in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0.09% more ownership

Funds ownership: 5.99%6.08% (+0.09%)

7% less capital invested

Capital invested by funds: $5.38M → $4.98M (-$399K)

13% less funds holding

Funds holding: 2320 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
20
Holders Change
-3
Holders Change %
-13.04%
% 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
5
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$971K +$226K +15,867 +32%
RVPG
2
Relative Value Partners Group
$644K
Wells Fargo
3
Wells Fargo
California
$579K +$175K +12,289 +46%
LCM
4
Landscape Capital Management
New Jersey
$569K -$52.2K -3,664 -9%
FFA
5
First Foundation Advisors
California
$534K -$13.4K -937 -3%
Invesco
6
Invesco
Georgia
$521K -$28.6K -2,008 -5%
WA
7
Winfield Associates
Ohio
$237K
ACI
8
Alpha Cubed Investments
California
$198K +$191K +13,381 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$175K
UBS Group
10
UBS Group
Switzerland
$163K -$117K -8,216 -43%
Bank of America
11
Bank of America
North Carolina
$108K +$88.4K +6,200 +562%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$87K
TIM
13
Tortoise Investment Management
New York
$58K +$20K +1,400 +56%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$48K +$46.5K +3,261 New
Citigroup
15
Citigroup
New York
$33K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$25K
RFA
17
Reilly Financial Advisors
California
$19K
HNB
18
Huntington National Bank
Ohio
$10K
FIA
19
FNY Investment Advisers
New York
$1K +$143 +10 +14%
BRWM
20
B. Riley Wealth Management
Tennessee
$414
RCM
21
Rivernorth Capital Management
Florida
$331 +$319K +22,376 New
KIM
22
Karpus Investment Management
New York
-$564K -39,852 Closed
WAM
23
Wolverine Asset Management
Illinois
-$104K -7,376 Closed
AWM
24
Aevitas Wealth Management
Massachusetts
-$31K -2,200 Closed
TJHA
25
Thomas J. Herzfeld Advisors
Florida
-$11K -780 Closed

NXC Hedge Fund Activity: Q2 2019 in Review

20 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q2 2019, worth a combined $4.98M — down 7.4% from $5.38M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NXC and 3 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $319K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $564K sold.

  • 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q2 2019, down from 23 in Q1 2019.
  • Funds reported $4.98M of Nuveen CA Select Tax-Free Income Portfolio stock for Q2 2019, down 7.4% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q2 2019 and 5 closed out, a net change of -2 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q2 2019 was Rivernorth Capital Management, an estimated $319K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q2 2019 was Karpus Investment Management, an estimated $564K sold.

Based on aggregated 13F filings for Q2 2019.