AG
NYV

Advisor Group’s Nuveen New York Municipal Value Fund 2 NYV Stock Holding History

Advisor Group’s Portfolio NYV Stock Details NYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$22K Buy
1,550
+526
+51% +$7.53K ﹤0.01% 3918
2019
Q3 		$15K Buy
1,024
+374
+58% +$5.42K ﹤0.01% 4151
2019
Q2 		$9K Hold
650
– – ﹤0.01% 4460
2019
Q1 		$9K Buy
650
+350
+117% +$4.86K ﹤0.01% 4448
2018
Q4 		$4K Buy
+300
New +$4K ﹤0.01% 4677

Other funds holding NYV

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
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's NYV Position: Q4 2019 in Review

Advisor Group increased its Nuveen New York Municipal Value Fund 2 (NYV) stake by 51% in Q4 2019, buying an estimated $7.53K and bringing the position to 1,550 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

Advisor Group first reported a position in NYV in Q4 2018 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold NYV as of Q4 2019.

  • Advisor Group held 1,550 shares of Nuveen New York Municipal Value Fund 2 worth $22K as of Q4 2019.
  • Advisor Group bought 526 Nuveen New York Municipal Value Fund 2 shares in Q4 2019, an estimated $7.53K.
  • Nuveen New York Municipal Value Fund 2 made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3918 holding.
  • Advisor Group first reported a position in Nuveen New York Municipal Value Fund 2 in Q4 2018 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund 2 as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.