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Fiduciary Planning’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Fiduciary Planning’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,478
Closed -$242K – 63
2019
Q4 		$242K Buy
+17,478
New +$234K 0.22% 51

Other funds holding NRK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fiduciary Planning's NRK Position: Q1 2020 in Review

Fiduciary Planning sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q1 2020, closing a stake of 17,478 shares — an estimated $242K sold.

Fiduciary Planning first reported a position in NRK in Q4 2019 and held it in 1 quarter. The position peaked at $242K in Q4 2019. 86 funds tracked by Wall St. Rank hold NRK as of Q1 2020.

  • Fiduciary Planning reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 17,478 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2020, an estimated $242K.
  • Fiduciary Planning first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $242K in Q4 2019.
  • 86 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.