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Nuveen Select Tax-Free Income Portfolio
NXP

49 hedge funds and large institutions have $31.9M invested in Nuveen Select Tax-Free Income Portfolio in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $31M → $31.9M (+$912K)

0.66% more ownership

Funds ownership: 13.08% → 13.74% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 50 → 49 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.15M
2
UCFA
United Capital Financial Advisors
Texas
+$398K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$339K
4
1CP
1607 Capital Partners
Virginia
+$165K
5
TSS
Two Sigma Securities
New York
+$156K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$361K
2
LPL Financial
LPL Financial
California
-$276K
3
SI
Scharf Investments
California
-$240K
4
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$238K
5
UBS Group
UBS Group
Switzerland
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$274K +$29.7K +2,103 +12%
FEG
27
Financial Enhancement Group
Indiana
$250K -$12.1K -860 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$248K +$141 +10 +0.1%
Luther King Capital Management (LKCM)
29
Luther King Capital Management (LKCM)
Texas
$234K -$238K -16,850 Closed
DAS
30
Dynamic Advisor Solutions
Arizona
$234K – – –
WWM
31
Windsor Wealth Management
Indiana
$225K – – –
SP
32
Successful Portfolios
Florida
$225K +$7.06K +500 +3%
First Trust Advisors
33
First Trust Advisors
Illinois
$214K -$7.9K -559 -4%
CIA
34
Capital Investment Advisors
Georgia
$208K – – –
TSS
35
Two Sigma Securities
New York
$154K +$156K +11,053 New
SWP
36
Stratos Wealth Partners
Ohio
$132K +$134K +9,497 New
RFC
37
Regions Financial Corp
Alabama
$129K – – –
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$108K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$83K – – –
WTC
40
WhitTier Trust Company
Nevada
$49K – – –
JCM
41
Jacobi Capital Management
Pennsylvania
$46K +$240 +17 +0.5%
APA
42
American Portfolios Advisors
New York
$42.6K – – –
NFG
43
Next Financial Group
Texas
$31K +$31.3K +2,215 New
OC
44
Oakworth Capital
Alabama
$30K – – –
MFT
45
Moisand Fitzgerald Tamayo
Florida
$23K – – –
AG
46
Advisor Group
Arizona
$16K – – –
VIA
47
Vantage Investment Advisors
Pennsylvania
$14K – – –
MWM
48
Mascoma Wealth Management
New Hampshire
$10K – – –
WEC
49
Winslow Evans & Crocker
Massachusetts
$6K – – –
FIA
50
FNY Investment Advisers
New York
$1K – – –
1
2
3

NXP Hedge Fund Activity: Q3 2018 in Review

49 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q3 2018, worth a combined $31.9M — up 2.9% from $31M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NXP and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.15M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $361K sold.

  • 49 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q3 2018, down from 50 in Q2 2018.
  • Funds reported $31.9M of Nuveen Select Tax-Free Income Portfolio stock for Q3 2018, up 2.9% quarter-over-quarter.
  • 4 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q3 2018 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.15M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q3 2018 was Parametric Portfolio Associates, an estimated $361K sold.

Based on aggregated 13F filings for Q3 2018.