Company Nuveen California Select Tax-Free Income Portfolio

Equities

NXC

US67063R1032

Investment Management & Fund Operators

Market Closed - Nyse 20:26:45 03/05/2024 BST 5-day change 1st Jan Change
13.36 USD +0.91% Intraday chart for Nuveen California Select Tax-Free Income Portfolio +2.93% +4.46%

Business Summary

Nuveen California Select Tax-Free Income Portfolio (the Fund) is a diversified closed-end management investment company. The Fund's investment objectives are to provide current income exempt from regular federal and California income tax and to enhance portfolio value relative to the municipal bond market by investing in tax-exempt municipal bonds that the Fund's investment adviser believes are underrated or undervalued or that represent municipal market sectors that are undervalued. The Fund invests 80% of its assets in municipal securities and other related investments that pay interest exempt from federal and California income taxes. The Fund invests up to 20% of its managed assets in municipal securities that are subject to the federal alternative minimum tax (AMT Bonds). It invests up to 15% of its managed assets in inverse floating rate securities. The Fund's investment advisor is Nuveen Fund Advisors, LLC.

Sales per Business

USD in Million2022Weight2023Weight Delta
Investment and Related Activities
100.0 %
3 100.0 % 2 100.0 % -43.11%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
3 100.0 % 2 100.0 % -43.11%

Managers

Managers TitleAgeSince
Compliance Officer 52 31/12/21
Chief Administrative Officer 61 31/12/14
Comptroller/Controller/Auditor 51 -
Treasurer 45 31/12/15
Corporate Secretary 55 31/12/07
Corporate Officer/Principal 58 31/12/06
Corporate Officer/Principal 67 -
Corporate Officer/Principal 62 31/12/01

Members of the board

Members of the board TitleAgeSince
Director/Board Member 62 12-31
Chairman 64 31/12/07
Director/Board Member 61 30/06/17
Director/Board Member 62 31/12/12
Director/Board Member 72 30/06/16
Director/Board Member 60 12-31
Director/Board Member 69 14/02/16
Director/Board Member - 12-31
Director/Board Member 65 31/12/19
Director/Board Member 70 31/12/20

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 0 6,362,276 6,362,276 ( 100.00 %) 0 100.00 %

Shareholders

NameEquities%Valuation
AJM Ventures LLC
3.646 %
231,955 3.646 % 3 M $
Hennion & Walsh Asset Management, Inc.
1.951 %
124,101 1.951 % 2 M $
Security Investors LLC
1.822 %
115,916 1.822 % 2 M $
Morgan Stanley Smith Barney LLC
1.414 %
89,956 1.414 % 1 M $
Ameriprise Financial Services LLC
1.231 %
78,305 1.231 % 1 M $
BNY Mellon Investment Adviser, Inc.
0.9438 %
60,048 0.9438 % 806 445 $
1607 Capital Partners LLC
0.9150 %
58,217 0.9150 % 781 854 $
Wells Fargo Advisors Financial Network LLC
0.8124 %
51,690 0.8124 % 694 197 $
UBS Financial Services, Inc.
0.5079 %
32,316 0.5079 % 434 004 $
Wolverine Asset Management LLC
0.5027 %
31,980 0.5027 % 429 491 $

Company contact information

Nuveen California Select Tax Free Income Portfolio

333 West Wacker Drive

60606, Chicago

+312 917 7700

http://www.nuveen.com/CEF/Product/Overview.aspx?fundcode=NXC
address Nuveen California Select Tax-Free Income Portfolio(NXC)
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