B. Riley Financial’s iShares New York Muni Bond ETF NYF Stock Holding History

B. Riley Financial’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-26,809	Closed	-$1.46M	–	168
2018 Q3	$1.46M	Sell	26,809 -1,438	-5%	-$78.5K	0.41%	49
2018 Q2	$1.55M	Sell	28,247 -100	-0.4%	-$5.46K	0.41%	51
2018 Q1	$1.55M	Sell	28,347 -785	-3%	-$43.2K	0.43%	52
2017 Q4	$1.63M	Buy	29,132 +108	+0.4%	+$6.03K	0.42%	51
2017 Q3	$1.63M	Buy	29,024 +2,132	+8%	+$119K	0.44%	55
2017 Q2	$1.5M	Buy	26,892 +1,236	+5%	+$68.8K	0.41%	62
2017 Q1	$1.41M	Hold	25,656	–	–	0.71%	36
2016 Q4	$1.4M	Buy	25,656 +1,368	+6%	+$75.6K	0.93%	30
2016 Q3	$1.39M	Hold	24,288	–	–	0.89%	29
2016 Q2	$1.4M	Buy	24,288 +880	+4%	+$50.1K	0.81%	33
2016 Q1	$1.32M	Sell	23,408 -2,966	-11%	-$167K	0.97%	31
2015 Q4	$1.48M	Buy	+26,374	New	+$1.47M	1.06%	29

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Financial's NYF Position: Q4 2018 in Review

B. Riley Financial sold out of iShares New York Muni Bond ETF (NYF) in Q4 2018, closing a stake of 26,809 shares — an estimated $1.46M sold.

B. Riley Financial first reported a position in NYF in Q4 2015 and held it in 12 quarters. The position peaked at $1.63M in Q4 2017. 67 funds tracked by Wall St. Rank hold NYF as of Q4 2018.

B. Riley Financial reported no remaining iShares New York Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
B. Riley Financial sold 26,809 iShares New York Muni Bond ETF shares in Q4 2018, an estimated $1.46M.
B. Riley Financial first reported a position in iShares New York Muni Bond ETF in Q4 2015 and held it in 12 quarters.
B. Riley Financial's iShares New York Muni Bond ETF position peaked at $1.63M in Q4 2017.
67 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2018.

Based on B. Riley Financial's 13F filing for Q4 2018, filed 7 Feb 2019.