Atlas Private Wealth Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Atlas Private Wealth Management’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
2022 Q2	–	Sell	-16,739	Closed	-$151K	–	121
2022 Q1	$151K	Hold	16,739	–	–	0.09%	124
2021 Q4	$165K	Hold	16,739	–	–	0.09%	126
2021 Q3	$168K	Hold	16,739	–	–	0.1%	115
2021 Q2	$168K	Hold	16,739	–	–	0.1%	117
2021 Q1	$163K	Hold	16,739	–	–	0.1%	125
2020 Q4	$167K	Hold	16,739	–	–	0.12%	123
2020 Q3	$169K	Hold	16,739	–	–	0.13%	116
2020 Q2	$162K	Hold	16,739	–	–	0.13%	119
2020 Q1	$158K	Hold	16,739	–	–	0.15%	117
2019 Q4	$175K	Buy	+16,739	New	+$173K	0.13%	132

Other funds holding NNY

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Atlas Private Wealth Management's NNY Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of Nuveen New York Municipal Value Fund (NNY) in Q2 2022, closing a stake of 16,739 shares — an estimated $151K sold.

Atlas Private Wealth Management first reported a position in NNY in Q4 2019 and held it in 10 quarters. The position peaked at $175K in Q4 2019. 39 funds tracked by Wall St. Rank hold NNY as of Q2 2022.

Atlas Private Wealth Management reported no remaining Nuveen New York Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 16,739 Nuveen New York Municipal Value Fund shares in Q2 2022, an estimated $151K.
Atlas Private Wealth Management first reported a position in Nuveen New York Municipal Value Fund in Q4 2019 and held it in 10 quarters.
Atlas Private Wealth Management's Nuveen New York Municipal Value Fund position peaked at $175K in Q4 2019.
39 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.