Berkshire Money Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Berkshire Money Management’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
2015 Q4	–	Sell	-3,900	Closed	-$217K	–	26
2015 Q3	$217K	Buy	+3,900	New	+$215K	0.07%	17
2015 Q2	–	Sell	-3,900	Closed	-$219K	–	20
2015 Q1	$219K	Hold	3,900	–	–	0.06%	18
2014 Q4	$217K	Buy	+3,900	New	+$217K	0.06%	17

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Berkshire Money Management's NYF Position: Q4 2015 in Review

Berkshire Money Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2015, closing a stake of 3,900 shares — an estimated $217K sold.

Berkshire Money Management first reported a position in NYF in Q4 2014 and held it in 3 quarters. The position peaked at $219K in Q1 2015. 38 funds tracked by Wall St. Rank hold NYF as of Q4 2015.

Berkshire Money Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2015 after selling out during the quarter.
Berkshire Money Management sold 3,900 iShares New York Muni Bond ETF shares in Q4 2015, an estimated $217K.
Berkshire Money Management first reported a position in iShares New York Muni Bond ETF in Q4 2014 and held it in 3 quarters.
Berkshire Money Management's iShares New York Muni Bond ETF position peaked at $219K in Q1 2015.
38 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2015.

Based on Berkshire Money Management's 13F filing for Q4 2015, filed 19 Jan 2016.