CRC
NXN

Curi RMB Capital’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Curi RMB Capital’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
2017
Q1 		– Sell
-36,875
Closed -$488K – 606
2016
Q4 		$488K Buy
+36,875
New +$502K 0.03% 312

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curi RMB Capital's NXN Position: Q1 2017 in Review

Curi RMB Capital sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2017, closing a stake of 36,875 shares — an estimated $488K sold.

Curi RMB Capital first reported a position in NXN in Q4 2016 and held it in 1 quarter. The position peaked at $488K in Q4 2016. 12 funds tracked by Wall St. Rank hold NXN as of Q1 2017.

  • Curi RMB Capital reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2017 after selling out during the quarter.
  • Curi RMB Capital sold 36,875 Nuveen New York Tax-Free Income Portfolio shares in Q1 2017, an estimated $488K.
  • Curi RMB Capital first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2016 and held it in 1 quarter.
  • Curi RMB Capital's Nuveen New York Tax-Free Income Portfolio position peaked at $488K in Q4 2016.
  • 12 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2017.

Based on Curi RMB Capital's 13F filing for Q1 2017, filed 12 May 2017.