Bruderman Asset Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Bruderman Asset Management’s Portfolio NNY Stock Details NNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-16,275	Closed	-$170K	–	110
2019 Q3	$170K	Hold	16,275	–	–	0.04%	114
2019 Q2	$162K	Hold	16,275	–	–	0.04%	113
2019 Q1	$163K	Hold	16,275	–	–	0.04%	142
2018 Q4	$155K	Buy	+16,275	New	+$150K	0.04%	136

Other funds holding NNY

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

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIM

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

APWM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bruderman Asset Management's NNY Position: Q4 2019 in Review

Bruderman Asset Management sold out of Nuveen New York Municipal Value Fund (NNY) in Q4 2019, closing a stake of 16,275 shares — an estimated $170K sold.

Bruderman Asset Management first reported a position in NNY in Q4 2018 and held it in 4 quarters. The position peaked at $170K in Q3 2019. 25 funds tracked by Wall St. Rank hold NNY as of Q4 2019.

Bruderman Asset Management reported no remaining Nuveen New York Municipal Value Fund position as of Q4 2019 after selling out during the quarter.
Bruderman Asset Management sold 16,275 Nuveen New York Municipal Value Fund shares in Q4 2019, an estimated $170K.
Bruderman Asset Management first reported a position in Nuveen New York Municipal Value Fund in Q4 2018 and held it in 4 quarters.
Bruderman Asset Management's Nuveen New York Municipal Value Fund position peaked at $170K in Q3 2019.
25 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.