Nuveen Select Tax-Free Income Portfolio
NXP
47 hedge funds and large institutions have $24.7M invested in Nuveen Select Tax-Free Income Portfolio in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 8 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
0.08% more ownership
Funds ownership: 10.11% → 10.19% (+0.08%)
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
1% less capital invested
Capital invested by funds: $25M → $24.7M (-$319K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$332K |
| 2 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$323K |
| 3 |
LPL Financial
San Diego,
California
|
+$263K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$206K |
| 5 |
Citigroup
New York
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$582K |
| 2 |
SI
Scharf Investments
Los Gatos,
California
|
-$459K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$351K |
| 4 |
Morgan Stanley
New York
|
-$189K |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
-$186K |
NXP Hedge Fund Activity: Q4 2017 in Review
47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Nuveen Select Tax-Free Income Portfolio (NXP) for Q4 2017, worth a combined $24.7M — down 1.3% from $25M a quarter earlier.
Fund positioning in NXP was balanced in Q4 2017: 8 funds opened new positions, 8 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $332K. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $582K sold.
- 47 institutional investors held Nuveen Select Tax-Free Income Portfolio (NXP) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $24.7M of Nuveen Select Tax-Free Income Portfolio stock for Q4 2017, down 1.3% quarter-over-quarter.
- 8 funds opened new Nuveen Select Tax-Free Income Portfolio positions in Q4 2017 and 8 closed out, a net change of 0 holders.
- The largest Nuveen Select Tax-Free Income Portfolio buyer in Q4 2017 was United Capital Financial Advisors, an estimated $332K added.
- The largest Nuveen Select Tax-Free Income Portfolio seller in Q4 2017 was Financial & Investment Management Group, an estimated $582K sold.
Based on aggregated 13F filings for Q4 2017.