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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 $5.89M invested in Nuveen CA Select Tax-Free Income Portfolio in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

5% more capital invested

Capital invested by funds: $5.6M → $5.89M (+$297K)

0.02% less ownership

Funds ownership: 5.6%5.59% (-0.02%)

5% less funds holding

Funds holding: 2019 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1
First Foundation Advisors
California
$1.66M +$617K +39,265 +65%
Morgan Stanley
2
Morgan Stanley
New York
$817K -$291K -18,521 -27%
UBS Group
3
UBS Group
Switzerland
$715K +$504K +32,060 +291%
Wells Fargo
4
Wells Fargo
California
$667K -$49.2K -3,126 -7%
BRWM
5
B. Riley Wealth Management
Tennessee
$465K
WA
6
Winfield Associates
Ohio
$266K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$260K +$246K +15,639 New
ACI
8
Alpha Cubed Investments
California
$233K +$10.2K +650 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$197K
AAM
10
Advisors Asset Management
Colorado
$174K +$165K +10,485 New
Bank of America
11
Bank of America
North Carolina
$121K
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$70K
AIP
13
Ameritas Investment Partners
Nebraska
$70K +$189 +12 +0.3%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$54K
Citigroup
15
Citigroup
New York
$37K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28K
TIM
17
Tortoise Investment Management
New York
$23K -$39.3K -2,500 -64%
RFA
18
Reilly Financial Advisors
California
$21K
AG
19
Advisor Group
Arizona
$12K +$11K +700 New
Invesco
20
Invesco
Georgia
-$432K -27,490 Closed
LCM
21
Landscape Capital Management
New Jersey
-$421K -26,776 Closed
RVPG
22
Relative Value Partners Group
-$340K -21,549 Closed
FIA
23
FNY Investment Advisers
New York
-$1K -86 Closed

NXC Hedge Fund Activity: Q4 2019 in Review

19 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q4 2019, worth a combined $5.89M — up 5.3% from $5.6M a quarter earlier.

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

The largest buyer was First Foundation Advisors, adding an estimated $617K. The largest seller was Invesco, exiting entirely with an estimated $432K sold.

  • 19 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q4 2019, down from 20 in Q3 2019.
  • Funds reported $5.89M of Nuveen CA Select Tax-Free Income Portfolio stock for Q4 2019, up 5.3% quarter-over-quarter.
  • 3 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q4 2019 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q4 2019 was First Foundation Advisors, an estimated $617K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q4 2019 was Invesco, an estimated $432K sold.

Based on aggregated 13F filings for Q4 2019.