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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

21 hedge funds and large institutions have $7.57M invested in Nuveen CA Select Tax-Free Income Portfolio in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PMG
1
Private Management Group
California
$1.2M
2
GC
2
Guggenheim Capital
Illinois
$569K
3
VKH
3
Virtu KCG Holdings
New York
$273K
4
Morgan Stanley
4
Morgan Stanley
New York
$917K
5
DADC
5
D.A. Davidson & Co
Montana
$60K

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.97M
2
MA
2
MUFG Americas
New York
$25K
3
Bank of America
3
Bank of America
North Carolina
$646K
4
Citigroup
4
Citigroup
New York
$5K
5
LPL Financial
5
LPL Financial
California
$458K
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$1.97M 146,127 -53,147 -27%
PMG
2
Private Management Group
California
$1.2M 89,099 +89,099 New
Morgan Stanley
3
Morgan Stanley
New York
$917K 67,973 +6,504 +11%
Wells Fargo
4
Wells Fargo
California
$674K 49,898 +1,339 +3%
Bank of America
5
Bank of America
North Carolina
$646K 47,878 -5,346 -10%
GC
6
Guggenheim Capital
Illinois
$569K 42,143 +30,688 +268%
LPL Financial
7
LPL Financial
California
$458K 33,891 -1,090 -3%
U
8
UBS
Switzerland
$299K 22,138 +3,707 +20%
VKH
9
Virtu KCG Holdings
New York
$273K 20,257 +20,257 New
DA
10
Doliver Advisors
Texas
$185K 13,727 +946 +7%
EMA
11
Efficient Market Advisors
California
$68K 5,000 – –
AA
12
Apriem Advisors
California
$68K 5,000 – –
DADC
13
D.A. Davidson & Co
Montana
$60K 4,450 +4,450 New
Creative Planning
14
Creative Planning
Kansas
$40K 2,929 +2,929 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$34K 2,490 +1,490 +149%
WCM
16
Windsor Capital Management
Arizona
$30K 2,247 – –
MA
17
MUFG Americas
New York
$25K 1,827 -36,200 -95%
RFA
18
Reilly Financial Advisors
California
$17K 1,256 – –
HNB
19
Huntington National Bank
Ohio
– – – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9K 700 – –
Citigroup
21
Citigroup
New York
$5K 394 -5,643 -93%
TRCT
22
Tower Research Capital (TRC)
New York
$5K 400 +210 +111%
WAM
23
Wolverine Asset Management
Illinois
– – -497 Closed
CFSG
24
Community Financial Services Group
Vermont
– – -336 Closed
Nomura Holdings
25
Nomura Holdings
Japan
– – -75 Closed