Benjamin F. Edwards & Company’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Benjamin F. Edwards & Company’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,500	Closed	-$102K	–	1806
2021 Q4	$102K	Hold	7,500	–	–	﹤0.01%	874
2021 Q3	$104K	Hold	7,500	–	–	0.01%	845
2021 Q2	$106K	Hold	7,500	–	–	0.01%	834
2021 Q1	$109K	Hold	7,500	–	–	0.01%	823
2020 Q4	$106K	Hold	7,500	–	–	0.01%	776
2020 Q3	$98K	Hold	7,500	–	–	0.01%	745
2020 Q2	$96K	Hold	7,500	–	–	0.01%	750
2020 Q1	$95K	Hold	7,500	–	–	0.01%	700
2019 Q4	$106K	Hold	7,500	–	–	0.01%	773
2019 Q3	$104K	Hold	7,500	–	–	0.01%	727
2019 Q2	$101K	Buy	+7,500	New	+$102K	0.01%	703

Other funds holding NXN

TIM

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

1CP

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Benjamin F. Edwards & Company's NXN Position: Q1 2022 in Review

Benjamin F. Edwards & Company sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2022, closing a stake of 7,500 shares — an estimated $102K sold.

Benjamin F. Edwards & Company first reported a position in NXN in Q2 2019 and held it in 11 quarters. The position peaked at $109K in Q1 2021. 20 funds tracked by Wall St. Rank hold NXN as of Q1 2022.

Benjamin F. Edwards & Company reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2022 after selling out during the quarter.
Benjamin F. Edwards & Company sold 7,500 Nuveen New York Tax-Free Income Portfolio shares in Q1 2022, an estimated $102K.
Benjamin F. Edwards & Company first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2019 and held it in 11 quarters.
Benjamin F. Edwards & Company's Nuveen New York Tax-Free Income Portfolio position peaked at $109K in Q1 2021.
20 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2022, filed 4 May 2022.