NXC icon

Nuveen CA Select Tax-Free Income Portfolio
NXC

Overview Fund Activity

19 hedge funds and large institutions have $5.88M invested in Nuveen CA Select Tax-Free Income Portfolio in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 0 closing their positions.

Holders
19
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$411K
2
FFA
2
First Foundation Advisors
California
$1.61M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$379K
4
Morgan Stanley
4
Morgan Stanley
New York
$845K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$110K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$586K
2
Bank of America
2
Bank of America
North Carolina
$77K
3
ACI
3
Alpha Cubed Investments
California
$194K
4
WA
4
Winfield Associates
Ohio
$229K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$1.61M 110,685 +10,570 +11%
Morgan Stanley
2
Morgan Stanley
New York
$845K 58,239 +9,106 +19%
Wells Fargo
3
Wells Fargo
California
$627K 43,224 +3,104 +8%
UBS Group
4
UBS Group
Switzerland
$586K 40,410 -2,650 -6%
AAM
5
Advisors Asset Management
Colorado
$411K 28,327 +17,842 +170%
BRWM
6
B. Riley Wealth Management
Tennessee
$406K 28,000 – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$379K 26,117 +10,478 +67%
WA
8
Winfield Associates
Ohio
$229K 15,800 -200 -1%
ACI
9
Alpha Cubed Investments
California
$194K 13,381 -650 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$171K 11,824 – –
Osaic Holdings
11
Osaic Holdings
Arizona
$110K 7,610 +7,610 New
Bank of America
12
Bank of America
North Carolina
$77K 5,303 -2,000 -27%
AIP
13
Ameritas Investment Partners
Nebraska
$61K 4,262 – –
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$47K 3,261 – –
PA
15
Parallel Advisors
California
$40K 2,800 +2,800 New
Citigroup
16
Citigroup
New York
$32K 2,207 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$25K 1,700 – –
TIM
18
Tortoise Investment Management
New York
$20K 1,400 – –
RFA
19
Reilly Financial Advisors
California
$18K 1,256 – –
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –