Fort Point Capital Partners’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Fort Point Capital Partners’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
2023 Q4	–	Sell	-26,420	Closed	-$250K	–	316
2023 Q3	$250K	Buy	26,420 +9,184	+53%	+$92.1K	0.04%	234
2023 Q2	$178K	Buy	+17,236	New	+$178K	0.03%	274

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KIM

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HWAM

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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LSC

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Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Fort Point Capital Partners's NRK Position: Q4 2023 in Review

Fort Point Capital Partners sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q4 2023, closing a stake of 26,420 shares — an estimated $250K sold.

Fort Point Capital Partners first reported a position in NRK in Q2 2023 and held it in 2 quarters. The position peaked at $250K in Q3 2023. 94 funds tracked by Wall St. Rank hold NRK as of Q4 2023.

Fort Point Capital Partners reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
Fort Point Capital Partners sold 26,420 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q4 2023, an estimated $250K.
Fort Point Capital Partners first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2023 and held it in 2 quarters.
Fort Point Capital Partners's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $250K in Q3 2023.
94 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q4 2023.

Based on Fort Point Capital Partners's 13F filing for Q4 2023, filed 9 Feb 2024.