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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-35,680
Closed -$878K – 136
2016
Q2 		$878K Buy
35,680
+140
+0.4% +$3.45K 0.2% 79
2016
Q1 		$849K Buy
35,540
+190
+0.5% +$4.54K 0.2% 79
2015
Q4 		$840K Buy
35,350
+1,000
+3% +$23.8K 0.2% 80
2015
Q3 		$799K Buy
+34,350
New +$799K 0.21% 81