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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 $4.63M invested in Nuveen CA Select Tax-Free Income Portfolio in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$562K
2
LCM
2
Landscape Capital Management
New Jersey
$464K
3
RVPG
3
Relative Value Partners Group
$577K
4
Invesco
4
Invesco
Georgia
$470K
5
WAM
5
Wolverine Asset Management
Illinois
$49K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$81K
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
UBS Group
3
UBS Group
Switzerland
$173K
4
Morgan Stanley
4
Morgan Stanley
New York
$695K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$695K 52,234 -521 -1%
RVPG
2
Relative Value Partners Group
$577K 43,374 +19,344 +80%
KIM
3
Karpus Investment Management
New York
$562K 42,242 +42,242 New
Invesco
4
Invesco
Georgia
$470K 35,286 +10,018 +40%
LCM
5
Landscape Capital Management
New Jersey
$464K 34,896 +21,680 +164%
BRWM
6
B. Riley Wealth Management
Tennessee
$373K 28,000 – –
Wells Fargo
7
Wells Fargo
California
$352K 26,464 +694 +3%
WA
8
Winfield Associates
Ohio
$213K 16,000 – –
FFA
9
First Foundation Advisors
California
$184K 13,810 +3,077 +29%
IA
10
IFP Advisors
Florida
$183K 13,648 +20 +0.1%
UBS Group
11
UBS Group
Switzerland
$173K 13,006 -2,567 -16%
Bank of America
12
Bank of America
North Carolina
$81K 6,065 -6,030 -50%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$79K 5,894 +500 +9%
WAM
14
Wolverine Asset Management
Illinois
$49K 3,724 +3,724 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$48K 3,584 +1,884 +111%
TIM
16
Tortoise Investment Management
New York
$33K 2,500 – –
Citigroup
17
Citigroup
New York
$29K 2,207 – –
AWM
18
Aevitas Wealth Management
Massachusetts
$29K 2,200 – –
RFA
19
Reilly Financial Advisors
California
$17K 1,256 – –
HNB
20
Huntington National Bank
Ohio
– – – –
TRCT
21
Tower Research Capital (TRC)
New York
$5K 380 +380 New
SWP
22
Stratos Wealth Partners
Ohio
– – -5,551 Closed
FIA
23
FNY Investment Advisers
New York
– – -45 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –