BFG
INY

Bouchey Financial Group’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Bouchey Financial Group’s Portfolio INY Stock Details INY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-10,950
Closed -$255K – 76
2015
Q3 		$255K Buy
10,950
+130
+1% +$3K 0.12% 49
2015
Q2 		$249K Buy
10,820
+1,465
+16% +$33.9K 0.11% 54
2015
Q1 		$221K Buy
+9,355
New +$221K 0.1% 56

Other funds holding INY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERIM
Eagle Ridge Investment Management Stamford, Connecticut $1.15B AUM 18.44% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bouchey Financial Group's INY Position: Q4 2015 in Review

Bouchey Financial Group sold out of SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q4 2015, closing a stake of 10,950 shares — an estimated $255K sold.

Bouchey Financial Group first reported a position in INY in Q1 2015 and held it in 3 quarters. The position peaked at $255K in Q3 2015. 16 funds tracked by Wall St. Rank hold INY as of Q4 2015.

  • Bouchey Financial Group reported no remaining SPDR NUVEEN BARCLAYS N Y MUN BD ETF position as of Q4 2015 after selling out during the quarter.
  • Bouchey Financial Group sold 10,950 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q4 2015, an estimated $255K.
  • Bouchey Financial Group first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q1 2015 and held it in 3 quarters.
  • Bouchey Financial Group's SPDR NUVEEN BARCLAYS N Y MUN BD ETF position peaked at $255K in Q3 2015.
  • 16 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q4 2015.

Based on Bouchey Financial Group's 13F filing for Q4 2015, filed 12 Jan 2016.