NXP icon

Nuveen Select Tax-Free Income Portfolio
NXP

Overview Fund Activity

50 hedge funds and large institutions have $31M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
18
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.8M
3
KIM
3
Karpus Investment Management
New York
$1.15M
4
AAM
4
Advisors Asset Management
Colorado
$851K
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$593K

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$2.29M
2
NFG
2
Nations Financial Group
Iowa
$0
3
UBS Group
3
UBS Group
Switzerland
$747K
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
LCM
5
Landscape Capital Management
New Jersey
$210K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$255K -$63.6K -4,451 -20%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$245K – – –
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$241K – – –
DAS
29
Dynamic Advisor Solutions
Arizona
$241K +$14.2K +992 +6%
WWM
30
Windsor Wealth Management
Indiana
$231K – – –
First Trust Advisors
31
First Trust Advisors
Illinois
$228K +$228K +15,968 New
SP
32
Successful Portfolios
Florida
$225K +$35.8K +2,500 +19%
CIA
33
Capital Investment Advisors
Georgia
$214K – – –
LCM
34
Landscape Capital Management
New Jersey
$210K -$114K -7,965 -35%
RFC
35
Regions Financial Corp
Alabama
$133K +$133K +9,300 New
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$111K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$86K – – –
WTC
38
WhitTier Trust Company
Nevada
$50K -$60K -4,199 -55%
JCM
39
Jacobi Capital Management
Pennsylvania
$47K +$158 +11 +0.3%
APA
40
American Portfolios Advisors
New York
$43.8K – – –
OC
41
Oakworth Capital
Alabama
$31K – – –
MFT
42
Moisand Fitzgerald Tamayo
Florida
$24K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K – – –
AG
44
Advisor Group
Arizona
$16K – – –
VIA
45
Vantage Investment Advisors
Pennsylvania
$14K – – –
MWM
46
Mascoma Wealth Management
New Hampshire
$10K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$6K – – –
CF
48
Centaurus Financial
California
$6K +$6K +420 New
TCOV
49
Trust Company of Vermont
Vermont
$3K – – –
FIA
50
FNY Investment Advisers
New York
$1K +$1K +90 New
1
2
3