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Ackerman Capital Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Ackerman Capital Advisors’s Portfolio NNY Stock Details NNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-35,853
Closed -$361K – 136
2021
Q2 		$361K Buy
35,853
+22,687
+172% +$223K 0.08% 81
2021
Q1 		$129K Buy
+13,166
New +$130K 0.03% 124

Other funds holding NNY

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UBS Group
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TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ackerman Capital Advisors's NNY Position: Q3 2021 in Review

Ackerman Capital Advisors sold out of Nuveen New York Municipal Value Fund (NNY) in Q3 2021, closing a stake of 35,853 shares — an estimated $361K sold.

Ackerman Capital Advisors first reported a position in NNY in Q1 2021 and held it in 2 quarters. The position peaked at $361K in Q2 2021. 36 funds tracked by Wall St. Rank hold NNY as of Q3 2021.

  • Ackerman Capital Advisors reported no remaining Nuveen New York Municipal Value Fund position as of Q3 2021 after selling out during the quarter.
  • Ackerman Capital Advisors sold 35,853 Nuveen New York Municipal Value Fund shares in Q3 2021, an estimated $361K.
  • Ackerman Capital Advisors first reported a position in Nuveen New York Municipal Value Fund in Q1 2021 and held it in 2 quarters.
  • Ackerman Capital Advisors's Nuveen New York Municipal Value Fund position peaked at $361K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q3 2021.

Based on Ackerman Capital Advisors's 13F filing for Q3 2021, filed 3 Nov 2021.