Baldwin Wealth Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Baldwin Wealth Partners’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
2017 Q4	–	Sell	-700	Closed	-$39K	–	492
2017 Q3	$39K	Hold	700	–	–	0.01%	307
2017 Q2	$39K	Hold	700	–	–	0.01%	320
2017 Q1	$39K	Hold	700	–	–	0.01%	314
2016 Q4	$38K	Hold	700	–	–	0.01%	308
2016 Q3	$40K	Hold	700	–	–	0.01%	319
2016 Q2	$40K	Buy	700 +400	+133%	+$22.8K	0.01%	284
2016 Q1	$17K	Buy	+300	New	+$16.9K	﹤0.01%	374

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

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

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

MPPLM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Baldwin Wealth Partners's NYF Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of iShares New York Muni Bond ETF (NYF) in Q4 2017, closing a stake of 700 shares — an estimated $39K sold.

Baldwin Wealth Partners first reported a position in NYF in Q1 2016 and held it in 7 quarters. The position peaked at $40K in Q3 2016. 59 funds tracked by Wall St. Rank hold NYF as of Q4 2017.

Baldwin Wealth Partners reported no remaining iShares New York Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 700 iShares New York Muni Bond ETF shares in Q4 2017, an estimated $39K.
Baldwin Wealth Partners first reported a position in iShares New York Muni Bond ETF in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's iShares New York Muni Bond ETF position peaked at $40K in Q3 2016.
59 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.