Flagship Harbor Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Flagship Harbor Advisors’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
2020 Q4	–	Sell	-1,550	Closed	-$89K	–	1331
2020 Q3	$89K	Hold	1,550	–	–	0.01%	689
2020 Q2	$89K	Hold	1,550	–	–	0.01%	681
2020 Q1	$88K	Hold	1,550	–	–	0.02%	588
2019 Q4	$88K	Hold	1,550	–	–	0.02%	640
2019 Q3	$88K	Hold	1,550	–	–	0.02%	619
2019 Q2	$88K	Hold	1,550	–	–	0.02%	603
2019 Q1	$86K	Hold	1,550	–	–	0.02%	607
2018 Q4	$84K	Hold	1,550	–	–	0.02%	564
2018 Q3	$84K	Hold	1,550	–	–	0.02%	646
2018 Q2	$84K	Buy	+1,550	New	+$84.6K	0.02%	634

Other funds holding NYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Flagship Harbor Advisors's NYF Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q4 2020, closing a stake of 1,550 shares — an estimated $89K sold.

Flagship Harbor Advisors first reported a position in NYF in Q2 2018 and held it in 10 quarters. The position peaked at $89K in Q3 2020. 108 funds tracked by Wall St. Rank hold NYF as of Q4 2020.

Flagship Harbor Advisors reported no remaining iShares New York Muni Bond ETF position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 1,550 iShares New York Muni Bond ETF shares in Q4 2020, an estimated $89K.
Flagship Harbor Advisors first reported a position in iShares New York Muni Bond ETF in Q2 2018 and held it in 10 quarters.
Flagship Harbor Advisors's iShares New York Muni Bond ETF position peaked at $89K in Q3 2020.
108 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.