Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / SH BEN INT
-
Number of holders
-
16
-
Total 13F shares, excl. options
-
369,314
-
Shares change
-
+10,724
-
Total reported value, excl. options
-
$6,014,000
-
Value change
-
+$174,453
-
Number of buys
-
5
-
Number of sells
-
-4
-
Price
-
$16.28
Significant Holders of NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT (NXC) as of Q1 2021
16 filings reported holding NXC - NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO - SH BEN INT as of Q1 2021.
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 369,314 shares
.
Largest 10 shareholders include MORGAN STANLEY (101,461 shares), FIRST FOUNDATION ADVISORS (73,418 shares), UBS Group AG (40,200 shares), WELLS FARGO & COMPANY/MN (31,829 shares), Advisors Asset Management, Inc. (30,405 shares), B. Riley Wealth Management, Inc. (26,626 shares), ADVISOR GROUP HOLDINGS, INC. (23,037 shares), Winfield Associates, Inc. (16,600 shares), Alpha Cubed Investments, LLC (13,381 shares), and Ameritas Investment Partners, Inc. (4,262 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.