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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 $5.6M invested in Nuveen CA Select Tax-Free Income Portfolio in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $4.98M → $5.6M (+$616K)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.47% less ownership

Funds ownership: 6.08%5.6% (-0.47%)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.06M +$31.2K +2,041 +3%
FFA
2
First Foundation Advisors
California
$957K +$378K +24,763 +69%
Wells Fargo
3
Wells Fargo
California
$680K +$63.4K +4,153 +11%
BRWM
4
B. Riley Wealth Management
Tennessee
$440K
Invesco
5
Invesco
Georgia
$432K -$118K -7,736 -22%
LCM
6
Landscape Capital Management
New Jersey
$421K -$179K -11,698 -30%
RVPG
7
Relative Value Partners Group
$340K -$333K -21,825 -50%
WA
8
Winfield Associates
Ohio
$252K
ACI
9
Alpha Cubed Investments
California
$210K
RJFSA
10
Raymond James Financial Services Advisors
Florida
$186K
UBS Group
11
UBS Group
Switzerland
$173K
Bank of America
12
Bank of America
North Carolina
$115K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$66K -$26.1K -1,710 -29%
AIP
14
Ameritas Investment Partners
Nebraska
$66K +$64.9K +4,250 New
TIM
15
Tortoise Investment Management
New York
$61K
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$51K
Citigroup
17
Citigroup
New York
$35K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27K
RFA
19
Reilly Financial Advisors
California
$20K
FIA
20
FNY Investment Advisers
New York
$1K +$76 +5 +6%
RCM
21
Rivernorth Capital Management
Florida
-$331 -22,376 Closed

NXC Hedge Fund Activity: Q3 2019 in Review

20 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q3 2019, worth a combined $5.6M — up 12% from $4.98M a quarter earlier.

Fund positioning in NXC was balanced in Q3 2019: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 4 trimmed.

The largest buyer was First Foundation Advisors, adding an estimated $378K. The largest seller was Relative Value Partners Group, cutting an estimated $333K.

  • 20 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $5.6M of Nuveen CA Select Tax-Free Income Portfolio stock for Q3 2019, up 12% quarter-over-quarter.
  • 1 fund opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q3 2019 and 1 closed out, a net change of 0 holders.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q3 2019 was First Foundation Advisors, an estimated $378K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q3 2019 was Relative Value Partners Group, an estimated $333K sold.

Based on aggregated 13F filings for Q3 2019.