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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

20 hedge funds and large institutions have $3.77M invested in Nuveen CA Select Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Winfield Associates
Ohio
$224K
2
WAM
2
Wolverine Asset Management
Illinois
$327K
3
RCM
3
Rivernorth Capital Management
Florida
$166K
4
FFA
4
First Foundation Advisors
California
$150K
5
AA
5
Apriem Advisors
California
$98K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$286K
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
Bank of America
3
Bank of America
North Carolina
$162K
4
IA
4
IFP Advisors
Florida
$196K
5
UBS Group
5
UBS Group
Switzerland
$220K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.12M 79,911 +4,558 +6%
RVPG
2
Relative Value Partners Group
$356K 25,380 +3,808 +18%
WAM
3
Wolverine Asset Management
Illinois
$327K 23,460 +12,253 +109%
Wells Fargo
4
Wells Fargo
California
$286K 20,477 -12,198 -37%
LCM
5
Landscape Capital Management
New Jersey
$246K 17,638 +6,022 +52%
WA
6
Winfield Associates
Ohio
$224K 16,000 +16,000 New
UBS Group
7
UBS Group
Switzerland
$220K 15,753 -1,900 -11%
IA
8
IFP Advisors
Florida
$196K 14,009 -1,980 -12%
RCM
9
Rivernorth Capital Management
Florida
$166K 11,900 +11,900 New
Bank of America
10
Bank of America
North Carolina
$162K 11,572 -3,533 -23%
FFA
11
First Foundation Advisors
California
$150K 10,733 +10,733 New
AA
12
Apriem Advisors
California
$98K 7,000 +7,000 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$75K 5,394 – –
TIM
14
Tortoise Investment Management
New York
$35K 2,500 +2,500 New
Citigroup
15
Citigroup
New York
$31K 2,207 – –
AWM
16
Aevitas Wealth Management
Massachusetts
$31K 2,200 – –
RFA
17
Reilly Financial Advisors
California
$18K 1,256 – –
GBBWRPM
18
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K 1,000 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10K 700 – –
HNB
20
Huntington National Bank
Ohio
– – – –
SWP
21
Stratos Wealth Partners
Ohio
– – -5,551 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– – -2 Closed
FIA
23
FNY Investment Advisers
New York
$0 45 +45 New