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Nuveen Select Tax-Free Income Portfolio
NXP

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.14M +$35.4K +2,560 +0.7%
LPL Financial
2
LPL Financial
California
$3.73M +$1.84M +133,117 +105%
Wells Fargo
3
Wells Fargo
California
$1.57M +$255K +18,442 +20%
UBS Group
4
UBS Group
Switzerland
$1.15M +$110K +7,961 +11%
TIM
5
Tortoise Investment Management
New York
$1.11M +$161K +11,617 +18%
Bank of America
6
Bank of America
North Carolina
$1.01M +$144K +10,425 +17%
UCFA
7
United Capital Financial Advisors
Texas
$901K +$137K +9,875 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$757K +$5.52K +399 +0.8%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$713K – – –
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$712K +$116K +8,384 +20%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$594K +$33.6K +2,427 +6%
LCM
12
Landscape Capital Management
New Jersey
$569K -$40.3K -2,915 -7%
FNBTCON
13
First National Bank & Trust Co of Newtown
Pennsylvania
$537K – – –
VanEck Associates
14
VanEck Associates
New York
$368K +$33.4K +2,415 +10%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$366K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$343K +$64.1K +4,633 +24%
ASA
17
Armstrong Shaw Associates
Connecticut
$286K – – –
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$286K +$277K +20,000 New
NFG
19
Nations Financial Group
Iowa
$266K +$258K +18,611 New
MFS
20
MSI Financial Services
Massachusetts
$264K +$87.8K +6,343 +52%
AFWA
21
Ancora Family Wealth Advisors
Ohio
$260K – – –
Invesco
22
Invesco
Georgia
$244K -$3.56K -257 -1%
YP
23
Yellowstone Partners
Idaho
$228K +$180 +13 +0.1%
CIA
24
Capital Investment Advisors
Georgia
$222K -$6.07K -439 -3%
RCYC
25
Richard C. Young & Co
Rhode Island
$206K +$2.2K +159 +1%
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