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Nuveen CA Select Tax-Free Income Portfolio
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Overview Fund Activity

19 hedge funds and large institutions have $3.62M invested in Nuveen CA Select Tax-Free Income Portfolio in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$392K
2
Invesco
2
Invesco
Georgia
$353K
3
SWP
3
Stratos Wealth Partners
Ohio
$78K
4
Wells Fargo
4
Wells Fargo
California
$361K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$738K
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
AA
4
Apriem Advisors
California
$0
5
LCM
5
Landscape Capital Management
New Jersey
$185K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$738K 52,755 -27,156 -34%
BRWM
2
B. Riley Wealth Management
Tennessee
$392K 28,000 +28,000 New
Wells Fargo
3
Wells Fargo
California
$361K 25,770 +5,293 +26%
Invesco
4
Invesco
Georgia
$353K 25,268 +25,268 New
RVPG
5
Relative Value Partners Group
$337K 24,030 -1,350 -5%
WA
6
Winfield Associates
Ohio
$224K 16,000 – –
UBS Group
7
UBS Group
Switzerland
$218K 15,573 -180 -1%
IA
8
IFP Advisors
Florida
$191K 13,628 -381 -3%
LCM
9
Landscape Capital Management
New Jersey
$185K 13,216 -4,422 -25%
Bank of America
10
Bank of America
North Carolina
$169K 12,095 +523 +5%
FFA
11
First Foundation Advisors
California
$150K 10,733 – –
SWP
12
Stratos Wealth Partners
Ohio
$78K 5,551 +5,551 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$76K 5,394 – –
TIM
14
Tortoise Investment Management
New York
$35K 2,500 – –
Citigroup
15
Citigroup
New York
$31K 2,207 – –
AWM
16
Aevitas Wealth Management
Massachusetts
$31K 2,200 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24K 1,700 +1,000 +143%
RFA
18
Reilly Financial Advisors
California
$18K 1,256 – –
HNB
19
Huntington National Bank
Ohio
– – – –
WAM
20
Wolverine Asset Management
Illinois
– – -23,460 Closed
RCM
21
Rivernorth Capital Management
Florida
– – -11,900 Closed
AA
22
Apriem Advisors
California
– – -7,000 Closed
GBBWRPM
23
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– – -1,000 Closed
FIA
24
FNY Investment Advisers
New York
$0 45 – –
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –