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Family Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Family Management’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
2019
Q1 		– Sell
-8,941
Closed -$490K – 142
2018
Q4 		$490K Buy
+8,941
New +$483K 0.21% 80

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Creative Planning
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AF
Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Family Management's NYF Position: Q1 2019 in Review

Family Management sold out of iShares New York Muni Bond ETF (NYF) in Q1 2019, closing a stake of 8,941 shares — an estimated $490K sold.

Family Management first reported a position in NYF in Q4 2018 and held it in 1 quarter. The position peaked at $490K in Q4 2018. 70 funds tracked by Wall St. Rank hold NYF as of Q1 2019.

  • Family Management reported no remaining iShares New York Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Family Management sold 8,941 iShares New York Muni Bond ETF shares in Q1 2019, an estimated $490K.
  • Family Management first reported a position in iShares New York Muni Bond ETF in Q4 2018 and held it in 1 quarter.
  • Family Management's iShares New York Muni Bond ETF position peaked at $490K in Q4 2018.
  • 70 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2019.

Based on Family Management's 13F filing for Q1 2019, filed 14 May 2019.