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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

15 hedge funds and large institutions have $5.06M invested in Nuveen CA Select Tax-Free Income Portfolio in 2016 Q3 according to their latest regulatory filings, with funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$1.22M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.33M
3
IA
3
IFP Advisors
Florida
$302K
4
Bank of America
4
Bank of America
North Carolina
$317K
5
UBS Group
5
UBS Group
Switzerland
$305K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$787K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.33M 77,800 +9,592 +14%
LPL Financial
2
LPL Financial
California
$1.22M 72,152 +13,594 +23%
GC
3
Guggenheim Capital
Illinois
$787K 46,153 -15,802 -26%
Wells Fargo
4
Wells Fargo
California
$468K 27,339 +1 +0%
Bank of America
5
Bank of America
North Carolina
$317K 18,480 +967 +6%
UBS Group
6
UBS Group
Switzerland
$305K 17,791 +808 +5%
IA
7
IFP Advisors
Florida
$302K 17,630 +1,645 +10%
AA
8
Apriem Advisors
California
$120K 7,000 – –
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$92K 5,394 – –
Creative Planning
10
Creative Planning
Kansas
$33K 1,930 – –
RFA
11
Reilly Financial Advisors
California
$22K 1,256 – –
GBBWRPM
12
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$17K 1,000 – –
DADC
13
D.A. Davidson & Co
Montana
$16K 947 – –
TRCT
14
Tower Research Capital (TRC)
New York
$13K 733 +133 +22%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$12K 700 – –
HNB
16
Huntington National Bank
Ohio
– – – –