Q3 2020 13F Holders as of 30 Sep 2020
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
391,420
-
Shares change
-
-23,633
-
Total reported value, excl. options
-
$6,265,000
-
Value change
-
-$385,533
-
Number of buys
-
4
-
Number of sells
-
-6
-
Price
-
$16.00
Significant Holders of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) as of Q3 2020
19 filings reported holding NXC - NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT as of Q3 2020.
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) has 16 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 391,420 shares
.
Largest 10 shareholders include FIRST FOUNDATION ADVISORS (96,485 shares), MORGAN STANLEY (79,399 shares), WELLS FARGO & COMPANY/MN (40,154 shares), UBS Group AG (38,236 shares), Advisors Asset Management, Inc. (32,586 shares), B. Riley Wealth Management, Inc. (28,000 shares), ADVISOR GROUP HOLDINGS, INC. (20,070 shares), Winfield Associates, Inc. (17,300 shares), Alpha Cubed Investments, LLC (13,381 shares), and Raymond James Financial Services Advisors, Inc. (12,184 shares).
This table shows the top 16 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.