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Crestwood Advisors Group’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-5,000
Closed -$49K – 344
2017
Q1 		$49K Buy
+5,000
New +$48.1K ﹤0.01% 263

Other funds holding NNY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Crestwood Advisors Group's NNY Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Nuveen New York Municipal Value Fund (NNY) in Q2 2017, closing a stake of 5,000 shares — an estimated $49K sold.

Crestwood Advisors Group first reported a position in NNY in Q1 2017 and held it in 1 quarter. The position peaked at $49K in Q1 2017. 20 funds tracked by Wall St. Rank hold NNY as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Nuveen New York Municipal Value Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 5,000 Nuveen New York Municipal Value Fund shares in Q2 2017, an estimated $49K.
  • Crestwood Advisors Group first reported a position in Nuveen New York Municipal Value Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Nuveen New York Municipal Value Fund position peaked at $49K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.