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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 $5.6M invested in Nuveen CA Select Tax-Free Income Portfolio in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFA
1
First Foundation Advisors
California
$957K
2
AIP
2
Ameritas Investment Partners
Nebraska
$66K
3
Wells Fargo
3
Wells Fargo
California
$680K
4
Morgan Stanley
4
Morgan Stanley
New York
$1.06M
5
FIA
5
FNY Investment Advisers
New York
$1K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$340K
2
LCM
2
Landscape Capital Management
New Jersey
$421K
3
Invesco
3
Invesco
Georgia
$432K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$66K
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.06M 67,654 +2,041 +3%
FFA
2
First Foundation Advisors
California
$957K 60,850 +24,763 +69%
Wells Fargo
3
Wells Fargo
California
$680K 43,246 +4,153 +11%
BRWM
4
B. Riley Wealth Management
Tennessee
$440K 28,000 – –
Invesco
5
Invesco
Georgia
$432K 27,490 -7,736 -22%
LCM
6
Landscape Capital Management
New Jersey
$421K 26,776 -11,698 -30%
RVPG
7
Relative Value Partners Group
$340K 21,549 -21,825 -50%
WA
8
Winfield Associates
Ohio
$252K 16,000 – –
ACI
9
Alpha Cubed Investments
California
$210K 13,381 – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$186K 11,824 – –
UBS Group
11
UBS Group
Switzerland
$173K 11,000 – –
Bank of America
12
Bank of America
North Carolina
$115K 7,303 – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$66K 4,184 -1,710 -29%
AIP
14
Ameritas Investment Partners
Nebraska
$66K 4,250 +4,250 New
TIM
15
Tortoise Investment Management
New York
$61K 3,900 – –
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$51K 3,261 – –
Citigroup
17
Citigroup
New York
$35K 2,207 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$27K 1,700 – –
RFA
19
Reilly Financial Advisors
California
$20K 1,256 – –
FIA
20
FNY Investment Advisers
New York
$1K 86 +5 +6%
RCM
21
Rivernorth Capital Management
Florida
– – -22,376 Closed
HNB
22
Huntington National Bank
Ohio
– – – –
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –