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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.15M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$398K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$339K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$165K |
| 5 |
TSS
Two Sigma Securities
New York
|
+$156K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$361K |
| 2 |
LPL Financial
San Diego,
California
|
-$276K |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
-$240K |
| 4 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$238K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPA
51
Parametric Portfolio Associates
Seattle,
Washington
| – | -$361K | -25,231 | Closed |
|
52
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$19K | -1,300 | Closed |
|
|
CF
53
Centaurus Financial
Anaheim,
California
| – | -$6K | -420 | Closed |
|
|
TCOV
54
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3K | -244 | Closed |
|
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.