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NXN

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

Doliver Advisors’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
2013
Q4 		– Sell
-11,808
Closed -$154K – 316
2013
Q3 		$154K Buy
+11,808
New +$152K 0.09% 321

Other funds holding NXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Doliver Advisors's NXN Position: Q4 2013 in Review

Doliver Advisors sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2013, closing a stake of 11,808 shares — an estimated $154K sold.

Doliver Advisors first reported a position in NXN in Q3 2013 and held it in 1 quarter. The position peaked at $154K in Q3 2013. 10 funds tracked by Wall St. Rank hold NXN as of Q4 2013.

  • Doliver Advisors reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2013 after selling out during the quarter.
  • Doliver Advisors sold 11,808 Nuveen New York Tax-Free Income Portfolio shares in Q4 2013, an estimated $154K.
  • Doliver Advisors first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2013 and held it in 1 quarter.
  • Doliver Advisors's Nuveen New York Tax-Free Income Portfolio position peaked at $154K in Q3 2013.
  • 10 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2013.

Based on Doliver Advisors's 13F filing for Q4 2013, filed 13 Feb 2014.