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Beacon Investment Advisory Services’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Beacon Investment Advisory Services’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,563
Closed -$141K – 261
2018
Q2 		$141K Hold
11,563
– – 0.01% 246
2018
Q1 		$141K Hold
11,563
– – 0.01% 252
2017
Q4 		$150K Hold
11,563
– – 0.02% 238
2017
Q3 		$153K Buy
+11,563
New +$153K 0.01% 260

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EWM
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MSL
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Fiera Capital (Canada)
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COLIM
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HighTower Advisors
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GC
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Beacon Investment Advisory Services's NRK Position: Q3 2018 in Review

Beacon Investment Advisory Services sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q3 2018, closing a stake of 11,563 shares — an estimated $141K sold.

Beacon Investment Advisory Services first reported a position in NRK in Q3 2017 and held it in 4 quarters. The position peaked at $153K in Q3 2017. 76 funds tracked by Wall St. Rank hold NRK as of Q3 2018.

  • Beacon Investment Advisory Services reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 11,563 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2018, an estimated $141K.
  • Beacon Investment Advisory Services first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q3 2017 and held it in 4 quarters.
  • Beacon Investment Advisory Services's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $153K in Q3 2017.
  • 76 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2018.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2018, filed 9 Nov 2018.