Nuveen Select Tax-Free Income Portfolio
NXP
55 hedge funds and large institutions have $33.5M invested in Nuveen Select Tax-Free Income Portfolio in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
15% more funds holding
Funds holding: 48 → 55 (+7)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
10% more capital invested
Capital invested by funds: $30.5M → $33.5M (+$2.98M)
1.04% more ownership
Funds ownership: 12.95% → 14% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$777K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$666K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$586K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$390K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$359K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.69M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$138K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$125K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$63.1K |
| 5 |
LPL Financial
San Diego,
California
|
-$48.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
FIA
52
FNY Investment Advisers
New York
| $2K | +$2.05K | +142 | New |
|
|
BCI
53
Brinker Capital Investments
Berwyn,
Pennsylvania
| $1K | +$722 | +50 | New |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.01K | +70 | +212% |
|
|
PA
55
Parallel Advisors
San Francisco,
California
| $1K | +$1.01K | +70 | New |
|
|
56
Koshinski Asset Management
Decatur,
Illinois
| $806 | +$777K | +53,800 | New |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| – | -$15K | -1,097 | Closed |
|
|
AIC
58
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$12K | -838 | Closed |
|
NXP Hedge Fund Activity: Q1 2019 in Review
55 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q1 2019, worth a combined $33.5M — up 9.8% from $30.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new NXP positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 15 trimmed.
The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $777K. The largest seller was Morgan Stanley, cutting an estimated $1.69M.
- 55 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q1 2019, up from 48 in Q4 2018.
- Funds reported $33.5M of Nuveen Select Tax-Free Income Portfolio stock for Q1 2019, up 9.8% quarter-over-quarter.
- 9 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q1 2019 and 2 closed out, a net change of +7 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q1 2019 was Koshinski Asset Management, an estimated $777K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q1 2019 was Morgan Stanley, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2019.