Commonwealth Equity Services
NXN

Commonwealth Equity Services’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Commonwealth Equity Services’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
2023
Q4 		– Sell
-17,100
Closed -$197K – 3986
2023
Q3 		$197K Buy
17,100
+2,529
+17% +$30.2K ﹤0.01% 3389
2023
Q2 		$173K Buy
14,571
+1,715
+13% +$20.5K ﹤0.01% 3446
2023
Q1 		$154 Hold
12,856
– – ﹤0.01% 3401
2022
Q4 		$149K Sell
12,856
-1,692
-12% -$19.4K ﹤0.01% 3332
2022
Q3 		$161K Buy
14,548
+1,327
+10% +$15.6K ﹤0.01% 3261
2022
Q2 		$154K Sell
13,221
-4,777
-27% -$56.7K ﹤0.01% 3281
2022
Q1 		$222K Buy
17,998
+519
+3% +$6.79K ﹤0.01% 3243
2021
Q4 		$237K Buy
17,479
+1,223
+8% +$16.7K ﹤0.01% 3160
2021
Q3 		$225K Sell
16,256
-1,800
-10% -$25.5K ﹤0.01% 3174
2021
Q2 		$256K Sell
18,056
-1,300
-7% -$18.4K ﹤0.01% 3048
2021
Q1 		$280K Hold
19,356
– – ﹤0.01% 2835
2020
Q4 		$274K Buy
19,356
+500
+3% +$6.66K ﹤0.01% 2656
2020
Q3 		$246K Sell
18,856
-1,250
-6% -$16.7K ﹤0.01% 2531
2020
Q2 		$257K Buy
20,106
+4,021
+25% +$51.3K ﹤0.01% 2401
2020
Q1 		$203K Buy
16,085
+1,000
+7% +$13.7K ﹤0.01% 2386
2019
Q4 		$213K Hold
15,085
– – ﹤0.01% 2572
2019
Q3 		$208K Buy
+15,085
New +$210K ﹤0.01% 2523

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services's NXN Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2023, closing a stake of 17,100 shares — an estimated $197K sold.

Commonwealth Equity Services first reported a position in NXN in Q3 2019 and held it in 17 quarters. The position peaked at $280K in Q1 2021. 17 funds tracked by Wall St. Rank hold NXN as of Q4 2023.

  • Commonwealth Equity Services reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 17,100 Nuveen New York Tax-Free Income Portfolio shares in Q4 2023, an estimated $197K.
  • Commonwealth Equity Services first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2019 and held it in 17 quarters.
  • Commonwealth Equity Services's Nuveen New York Tax-Free Income Portfolio position peaked at $280K in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.