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Nuveen Select Tax-Free Income Portfolio

39 hedge funds and large institutions have $21.3M invested in Nuveen Select Tax-Free Income Portfolio in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.62% less ownership

Funds ownership: 8.93%8.3% (-0.62%)

3% less capital invested

Capital invested by funds: $22M → $21.3M (-$668K)

7% less funds holding

Funds holding: 4239 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.43M -$886K -58,803 -21%
LPL Financial
2
LPL Financial
California
$1.85M -$1.74M -115,619 -49%
UCFA
3
United Capital Financial Advisors
Texas
$1.56M +$332K +22,042 +29%
UBS Group
4
UBS Group
Switzerland
$1.43M +$191K +12,650 +16%
Wells Fargo
5
Wells Fargo
California
$1.37M +$573 +38 +0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.31M +$337K +22,335 +36%
TIM
7
Tortoise Investment Management
New York
$1.23M -$118K -7,834 -9%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.04M +$1.01M +66,880 New
Bank of America
9
Bank of America
North Carolina
$926K +$16.3K +1,079 +2%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$752K +$86.8K +5,758 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$705K -$119K -7,871 -15%
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$684K
VanEck Associates
13
VanEck Associates
New York
$650K +$93.7K +6,219 +17%
FNBTCON
14
First National Bank & Trust Co of Newtown
Pennsylvania
$571K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$349K -$12.7K -840 -4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$322K +$96.3K +6,390 +44%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$312K -$55.8K -3,700 -16%
ASA
18
Armstrong Shaw Associates
Connecticut
$310K
AFWA
19
Ancora Family Wealth Advisors
Ohio
$282K
YP
20
Yellowstone Partners
Idaho
$248K +$136 +9 +0.1%
HighTower Advisors
21
HighTower Advisors
Illinois
$243K
CIA
22
Capital Investment Advisors
Georgia
$232K
SI
23
SII Investments
Wisconsin
$218K +$212K +14,042 New
GLA
24
Great Lakes Advisors
Illinois
$195K
NFG
25
Nations Financial Group
Iowa
$189K -$73.1K -4,849 -28%

NXP Hedge Fund Activity: Q2 2016 in Review

39 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q2 2016, worth a combined $21.3M — down 3% from $22M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NXP and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.01M. The largest seller was LPL Financial, cutting an estimated $1.74M.

  • 39 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q2 2016, down from 42 in Q1 2016.
  • Funds reported $21.3M of Nuveen Select Tax-Free Income Portfolio stock for Q2 2016, down 3% quarter-over-quarter.
  • 6 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q2 2016 and 9 closed out, a net change of -3 holders.
  • The largest Nuveen Select Tax-Free Income Portfolio buyer in Q2 2016 was Cambridge Investment Research Advisors, an estimated $1.01M added.
  • The largest Nuveen Select Tax-Free Income Portfolio seller in Q2 2016 was LPL Financial, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2016.