Citigroup’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Citigroup’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
2021 Q3	–	Sell	-1,200	Closed	-$17K	–	6143
2021 Q2	$17K	Hold	1,200	–	–	﹤0.01%	5391
2021 Q1	$17K	Hold	1,200	–	–	﹤0.01%	5348
2020 Q4	$17K	Hold	1,200	–	–	﹤0.01%	6745
2020 Q3	$16K	Hold	1,200	–	–	﹤0.01%	6335
2020 Q2	$15K	Hold	1,200	–	–	﹤0.01%	6819
2020 Q1	$15K	Hold	1,200	–	–	﹤0.01%	6861
2019 Q4	$17K	Hold	1,200	–	–	﹤0.01%	6996
2019 Q3	$17K	Hold	1,200	–	–	﹤0.01%	6827
2019 Q2	$16K	Hold	1,200	–	–	﹤0.01%	7161
2019 Q1	$16K	Hold	1,200	–	–	﹤0.01%	7063
2018 Q4	$15K	Hold	1,200	–	–	﹤0.01%	7007
2018 Q3	$15K	Buy	+1,200	New	+$15.4K	﹤0.01%	7214
2015 Q4	–	Sell	-1,095	Closed	-$15K	–	7777
2015 Q3	$15K	Sell	1,095 -341	-24%	-$4.5K	﹤0.01%	6210
2015 Q2	$19K	Buy	+1,436	New	+$19.5K	﹤0.01%	6135
2015 Q1	–	Sell	-327	Closed	-$4K	–	7351
2014 Q4	$4K	Buy	+327	New	+$4.47K	﹤0.01%	6738
2014 Q3	–	Sell	-770	Closed	-$10K	–	7226
2014 Q2	$10K	Sell	770 -1,834	-70%	-$25K	﹤0.01%	6174
2014 Q1	$35K	Buy	2,604 +1,644	+171%	+$22.1K	﹤0.01%	5721
2013 Q4	$13K	Sell	960 -251	-21%	-$3.24K	﹤0.01%	6338
2013 Q3	$16K	Sell	1,211 -4,121	-77%	-$53K	﹤0.01%	6022
2013 Q2	$71K	Buy	+5,332	New	+$76.3K	﹤0.01%	5127

Other funds holding NXN

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup's NXN Position: Q3 2021 in Review

Citigroup sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q3 2021, closing a stake of 1,200 shares — an estimated $17K sold.

Citigroup first reported a position in NXN in Q2 2013 and held it in 20 quarters. The position peaked at $71K in Q2 2013. 21 funds tracked by Wall St. Rank hold NXN as of Q3 2021.

Citigroup reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q3 2021 after selling out during the quarter.
Citigroup sold 1,200 Nuveen New York Tax-Free Income Portfolio shares in Q3 2021, an estimated $17K.
Citigroup first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2013 and held it in 20 quarters.
Citigroup's Nuveen New York Tax-Free Income Portfolio position peaked at $71K in Q2 2013.
21 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2021.

Based on Citigroup's 13F filing for Q3 2021, filed 10 Nov 2021.