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NXC

Nuveen CA Select Tax-Free Income Portfolio

Delisted

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

18 hedge funds and large institutions have $6.54M invested in Nuveen CA Select Tax-Free Income Portfolio in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

1.17% more ownership

Funds ownership: 6.08%7.25% (+1.2%)

2% more capital invested

Capital invested by funds: $6.38M → $6.54M (+$159K)

0% more funds holding

Funds holding: 1818 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.54M -$24.3K -1,568 -1%
GC
2
Guggenheim Capital
Illinois
$949K +$623K +40,120 +150%
AAM
3
Advisors Asset Management
Colorado
$785K +$554K +35,696 +182%
RCG
4
Regatta Capital Group
California
$697K +$174K +11,174 +29%
UBS Group
5
UBS Group
Switzerland
$555K -$21.8K -1,406 -3%
Wells Fargo
6
Wells Fargo
California
$478K -$7.86K -506 -1%
BRWM
7
B. Riley Wealth Management
Tennessee
$378K
Osaic Holdings
8
Osaic Holdings
Arizona
$319K +$31.8K +2,046 +10%
WA
9
Winfield Associates
Ohio
$233K -$3.11K -200 -1%
CA
10
Cetera Advisors
Colorado
$213K
DADC
11
D.A. Davidson & Co
Montana
$156K
CCM
12
Covington Capital Management
California
$114K
AF
13
Allworth Financial
California
$43K +$46.6K +3,000 New
Bank of America
14
Bank of America
North Carolina
$33K +$32.6K +2,100 +1,050%
Creative Planning
15
Creative Planning
Kansas
$18K +$19.5K +1,256 New
IA
16
IFP Advisors
Florida
$11K +$12.4K +800 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K -$21.8K -1,403 -67%
FIA
18
FNY Investment Advisers
New York
$1K +$1.55K +100 New
ACI
19
Alpha Cubed Investments
California
-$221K -13,381 Closed
SCA
20
Snowden Capital Advisors
New York
-$29K -1,800 Closed
AssetMark Inc
21
AssetMark Inc
California
-$8K -500 Closed

NXC Hedge Fund Activity: Q1 2022 in Review

18 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen CA Select Tax-Free Income Portfolio (NXC) for Q1 2022, worth a combined $6.54M — up 2.5% from $6.38M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NXC positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $623K. The largest seller was Alpha Cubed Investments, exiting entirely with an estimated $221K sold.

  • 18 institutional investors held Nuveen CA Select Tax-Free Income Portfolio (NXC) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $6.54M of Nuveen CA Select Tax-Free Income Portfolio stock for Q1 2022, up 2.5% quarter-over-quarter.
  • 4 funds opened new Nuveen CA Select Tax-Free Income Portfolio positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen CA Select Tax-Free Income Portfolio buyer in Q1 2022 was Guggenheim Capital, an estimated $623K added.
  • The largest Nuveen CA Select Tax-Free Income Portfolio seller in Q1 2022 was Alpha Cubed Investments, an estimated $221K sold.

Based on aggregated 13F filings for Q1 2022.