Security key
67062F100
NUVEEN SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXP)
CUSIP: 67062F100
Q1 2020 13F Holders as of 31 Mar 2020
- Security type / class
- Equity / SH BEN INT
- Total 13F shares
- 1,822,728
- Total 13F value
- $27,286,000
- Share change
- +218,306
- SEC-reported price per share
- $14.97
- Number of holders
- 51
- Value change
- +$3,222,836
- Number of buys
- 21
- Number of sells
- 13
Report period
Q1 2020
Institutions
51
Top holders
10
NXP full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q2 2020
Previous quarter: Q4 2019
NUVEEN SELECT TAX FREE INCOME PORTFOLIO SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 67062F100
Recent filing periods:
Ownership snapshot
Top reported holders of NXP - NUVEEN SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
UNITED CAPITAL FINANCIAL ...
Disclosed value leader
UNITED CAPITAL FINANCIAL ...
Comparable rows
0/15
Latest evidence
31 Dec 2019
13F
Highest disclosed value: $3,116,000
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
UNITED CAPITAL FINANCIAL ADVISORS, LLC has the largest disclosed position value at $3.12M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens UNITED CAPITAL FINANCIAL ADVISORS, LLC's linked filing trail.
Disclosed position value
Top 5
UNITED CAPITAL FINANCIAL ADVISORS...
$3.12M
ACCESS FINANCIAL SERVICES, INC.
$2.98M
MORGAN STANLEY
$2.52M
GUGGENHEIM CAPITAL LLC
$2.23M
LPL Financial LLC
$1.34M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC |
13F
Company
|
—
class O/S missing
|
$3,116,000
189,765 shares
|
— | 31 Dec 2019 |
| ACCESS FINANCIAL SERVICES, INC. |
13F
Company
|
—
class O/S missing
|
$2,978,000
181,360 shares
|
— | 31 Dec 2019 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$2,518,000
153,369 shares
|
— | 31 Dec 2019 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$2,229,000
135,735 shares
|
— | 31 Dec 2019 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$1,336,000
81,356 shares
|
— | 31 Dec 2019 |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
Company
|
—
class O/S missing
|
$1,086,000
66,096 shares
|
— | 31 Dec 2019 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2020
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
51
Shares
1,822,728
Rows available
51
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2020 vs Q4 2019 Across Filers
Q4 2019 holders
44
Q1 2020 holders
51
Holder diff
7
| Investor | Q4 2019 Shares | Q1 2020 Shares | Share Diff | Share Chg % | Q4 2019 value | Q1 2020 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend