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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

13 hedge funds and large institutions have $2.67M invested in Nuveen CA Select Tax-Free Income Portfolio in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$83K
2
Bank of America
2
Bank of America
North Carolina
$295K
3
WAM
3
Wolverine Asset Management
Illinois
$39K
4
AWM
4
Aevitas Wealth Management
Massachusetts
$33K
5
UBS Group
5
UBS Group
Switzerland
$248K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
IA
2
IFP Advisors
Florida
$238K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.11M 74,115 +19 +0%
Wells Fargo
2
Wells Fargo
California
$461K 30,909 +229 +0.7%
Bank of America
3
Bank of America
North Carolina
$295K 19,817 +4,700 +31%
UBS Group
4
UBS Group
Switzerland
$248K 16,594 +2,058 +14%
IA
5
IFP Advisors
Florida
$238K 15,989 -2,541 -14%
SWP
6
Stratos Wealth Partners
Ohio
$83K 5,551 +5,551 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$80K 5,394 – –
WAM
8
Wolverine Asset Management
Illinois
$39K 2,668 +2,668 New
Citigroup
9
Citigroup
New York
$33K 2,207 – –
AWM
10
Aevitas Wealth Management
Massachusetts
$33K 2,200 +2,200 New
RFA
11
Reilly Financial Advisors
California
$19K 1,256 – –
GBBWRPM
12
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K 1,000 – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10K 700 – –
HNB
14
Huntington National Bank
Ohio
– – – –
LPL Financial
15
LPL Financial
California
– – -11,660 Closed