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David M. Knott Jr’s iShares New York Muni Bond ETF NYF Stock Holding History

David M. Knott Jr’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-242
Closed -$13K – 148
2023
Q2 		$13K Hold
242
– – 0.01% 124
2023
Q1 		$13K Hold
242
– – 0.01% 126
2022
Q4 		$13K Buy
+242
New +$12.5K ﹤0.01% 141

Other funds holding NYF

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

David M. Knott Jr's NYF Position: Q3 2023 in Review

David M. Knott Jr sold out of iShares New York Muni Bond ETF (NYF) in Q3 2023, closing a stake of 242 shares — an estimated $13K sold.

David M. Knott Jr first reported a position in NYF in Q4 2022 and held it in 3 quarters. The position peaked at $13K in Q2 2023. 116 funds tracked by Wall St. Rank hold NYF as of Q3 2023.

  • David M. Knott Jr reported no remaining iShares New York Muni Bond ETF position as of Q3 2023 after selling out during the quarter.
  • David M. Knott Jr sold 242 iShares New York Muni Bond ETF shares in Q3 2023, an estimated $13K.
  • David M. Knott Jr first reported a position in iShares New York Muni Bond ETF in Q4 2022 and held it in 3 quarters.
  • David M. Knott Jr's iShares New York Muni Bond ETF position peaked at $13K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2023.

Based on David M. Knott Jr's 13F filing for Q3 2023, filed 13 Nov 2023.