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Nuveen Select Tax-Free Income Portfolio
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Overview Fund Activity

50 hedge funds and large institutions have $27.3M invested in Nuveen Select Tax-Free Income Portfolio in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
13
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$2.92M
2
WAM
2
Wolverine Asset Management
Illinois
$533K
3
UBS Group
3
UBS Group
Switzerland
$1.12M
4
FEG
4
Financial Enhancement Group
Indiana
$341K
5
MC
5
Moors & Cabot
Massachusetts
$298K

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$250K
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$364K
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
AAM
4
Advisors Asset Management
Colorado
$210K
5
UCFA
5
United Capital Financial Advisors
Texas
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
26
Tortoise Investment Management
New York
$250K -$534K -35,645 -68%
WWM
27
Windsor Wealth Management
Indiana
$242K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$242K +$242K +16,187 New
SPIA
29
Steward Partners Investment Advisory
New York
$227K – – –
CIA
30
Capital Investment Advisors
Georgia
$224K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$219K -$51.4K -3,442 -19%
AAM
32
Advisors Asset Management
Colorado
$210K -$275K -18,409 -57%
RJA
33
Raymond James & Associates
Florida
$203K -$14.8K -991 -7%
VC
34
Voit & Company
Wisconsin
$180K – – –
First Trust Advisors
35
First Trust Advisors
Illinois
$160K +$986 +66 +0.6%
EH
36
Equitable Holdings
New York
$157K +$157K +10,500 New
CYG
37
Clean Yield Group
Vermont
$94K +$59.9K +4,000 +176%
HWA
38
HHM Wealth Advisors
Tennessee
$79K +$79K +5,300 New
HPC
39
HM Payson & Co
Maine
$67K – – –
WTC
40
WhitTier Trust Company
Nevada
$52K – – –
JCM
41
Jacobi Capital Management
Pennsylvania
$51K +$151 +10 +0.3%
AF
42
Advisornet Financial
Minnesota
$42K +$343 +23 +0.8%
AA
43
Ancora Advisors
Ohio
$39K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$37K – – –
OC
45
Oakworth Capital
Alabama
$33K – – –
MFT
46
Moisand Fitzgerald Tamayo
Florida
$25K – – –
MWM
47
MBE Wealth Management
Wisconsin
$10K +$10K +710 New
Citigroup
48
Citigroup
New York
$7K +$7K +442 New
WEC
49
Winslow Evans & Crocker
Massachusetts
$6K – – –
DCM
50
Davidson Capital Management
Texas
$6K +$6K +402 New
1
2
3