ERIM
INY

Eagle Ridge Investment Management’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Eagle Ridge Investment Management’s Portfolio INY Stock Details INY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-35,680
Closed -$878K – 136
2016
Q2 		$878K Buy
35,680
+140
+0.4% +$3.39K 0.2% 79
2016
Q1 		$849K Buy
35,540
+190
+0.5% +$4.55K 0.2% 79
2015
Q4 		$840K Buy
35,350
+1,000
+3% +$23.4K 0.2% 80
2015
Q3 		$799K Buy
+34,350
New +$793K 0.21% 81

Eagle Ridge Investment Management's INY Position: Q3 2016 in Review

Eagle Ridge Investment Management sold out of SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q3 2016, closing a stake of 35,680 shares — an estimated $878K sold.

Eagle Ridge Investment Management first reported a position in INY in Q3 2015 and held it in 4 quarters. The position peaked at $878K in Q2 2016. 0 funds tracked by Wall St. Rank hold INY as of Q3 2016.

  • Eagle Ridge Investment Management reported no remaining SPDR NUVEEN BARCLAYS N Y MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 35,680 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q3 2016, an estimated $878K.
  • Eagle Ridge Investment Management first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q3 2015 and held it in 4 quarters.
  • Eagle Ridge Investment Management's SPDR NUVEEN BARCLAYS N Y MUN BD ETF position peaked at $878K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q3 2016.

Based on Eagle Ridge Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.