Nuveen California Select Tax-Free Income Portfolio Fund's investment objective is to provide stable dividends exempt from both regular federal income tax and California personal income tax, consistent with preservation of capital.
The Fund invests in municipal securities that are exempt from federal and California state income taxes. The Fund invests at least 80% of its managed assets in securities rated, at the time of investment, investment grade or, if they are unrated, are judged by the manager to be of comparable quality. The Fund may invest up to 20% of its managed assets in municipal securities rated below investment quality or judged by the manager to be of comparable quality, of which up to 10% of its managed assets may be rated below B-/B3 or of comparable quality. The Fund may invest in inverse floating rate municipal securities, also known as tender option bonds. The Fund's use of tender option bonds to more efficiently implement its investment strategy may create up to 10% effective leverage.

Company profile
Ticker
NXC
Exchange
Website
CEO
Cedric H. Antosiewicz
Employees
Incorporated
Location
Former names
NUVEEN INSURED CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO
SEC CIK
Corporate docs
IRS number
363828111
NXC stock data
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Nuveen California Select Tax-Free Income Portfolio | – | -3.43 | -3.02 | 1.84 | 91.51M | 107 | May 2022 |
Calendar
16 May 22
18 Aug 22
Institutional ownership, Q2 2022
17.1% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 17 |
Opened positions | 3 |
Closed positions | 4 |
Increased positions | 6 |
Reduced positions | 4 |
13F shares | Current |
---|---|
Total value | 16.39M |
Total shares | 1.09M |
Total puts | 0 |
Total calls | 0 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
First Trust Portfolios | 540.15K | $8.92M |
Advisors Asset Management | 154.77K | $2.11M |
MS Morgan Stanley | 119.9K | $1.63M |
Guggenheim Capital | 99.35K | $1.35M |
UBS UBS Group AG - Registered Shares | 38.94K | $531K |
WFC Wells Fargo & Co. | 38.09K | $519K |
Advisor | 27.93K | $381K |
Cetera Advisors | 15K | $204K |
Raymond James Financial Services Advisors | 11.92K | $162K |
Regatta Capital | 11.73K | $160K |
Financial reports
N-CEN
Annual report (registered investment company)
16 May 22
N-CSR
Certified annual shareholder report (management investment company)
6 May 22
N-CSRS
Certified semi-annual shareholder report (management investment company)
3 Dec 21
N-CSR
Certified annual shareholder report (management investment company)
4 Jun 21
N-CSRS
Certified semi-annual shareholder report (management investment company)
4 Dec 20
N-CEN
Annual report (registered investment company)
15 Jun 20
N-CSR
Certified annual shareholder report (management investment company)
5 Jun 20
N-CSRS
Certified semi-annual shareholder report (management investment company)
5 Dec 19
N-CEN
Annual report (registered investment company)
13 Jun 19
N-CSR
Certified annual shareholder report (management investment company)
6 Jun 19
Registration and prospectus
No filings
Proxies
Other
CORRESP
Correspondence with SEC
8 Apr 21
CORRESP
Correspondence with SEC
4 Jul 18
EFFECT
Notice of effectiveness
15 Aug 17
CORRESP
Correspondence with SEC
10 Aug 17
CORRESP
Correspondence with SEC
13 Jul 17
CORRESP
Correspondence with SEC
20 Jul 15
CORRESP
Correspondence with SEC
18 Apr 13
CORRESP
Correspondence with SEC
10 Dec 12
CORRESP
Correspondence with SEC
21 Apr 10
Ownership
3
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO / Trey Stenersen III ownership change
15 Aug 22
NPORT-P
Nuveen California Select Tax-Free Income Portfolio (May 2022 report)
28 Jul 22
3
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO / Brett Black ownership change
6 Jun 22
NPORT-P
Nuveen California Select Tax-Free Income Portfolio (Feb 2022 report)
27 Apr 22
3
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO / John M. McCann ownership change
21 Apr 22
NPORT-P
Nuveen California Select Tax-Free Income Portfolio (Dec 2021 report)
28 Feb 22
SC 13G/A
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO / FIRST TRUST PORTFOLIOS ownership change
14 Jan 22
NPORT-P
Nuveen California Select Tax-Free Income Portfolio (Sep 2021 report)
24 Nov 21
NPORT-P
Nuveen California Select Tax-Free Income Portfolio (Jun 2021 report)
26 Aug 21
3
NUVEEN CALIFORNIA SELECT TAX FREE INCOME PORTFOLIO / Joanne Medero ownership change
8 Jul 21