FFW
NYF icon

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

Fusion Family Wealth’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
2017
Q4 		– Sell
-92
Closed -$5K – 301
2017
Q3 		$5K Hold
92
– – ﹤0.01% 181
2017
Q2 		$5K Sell
92
-1,244
-93% -$69.2K ﹤0.01% 228
2017
Q1 		$74K Sell
1,336
-350
-21% -$19.2K 0.03% 106
2016
Q4 		$93K Buy
+1,686
New +$93.2K 0.05% 98

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fusion Family Wealth's NYF Position: Q4 2017 in Review

Fusion Family Wealth sold out of iShares New York Muni Bond ETF (NYF) in Q4 2017, closing a stake of 92 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in NYF in Q4 2016 and held it in 4 quarters. The position peaked at $93K in Q4 2016. 59 funds tracked by Wall St. Rank hold NYF as of Q4 2017.

  • Fusion Family Wealth reported no remaining iShares New York Muni Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 92 iShares New York Muni Bond ETF shares in Q4 2017, an estimated $5K.
  • Fusion Family Wealth first reported a position in iShares New York Muni Bond ETF in Q4 2016 and held it in 4 quarters.
  • Fusion Family Wealth's iShares New York Muni Bond ETF position peaked at $93K in Q4 2016.
  • 59 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2017.

Based on Fusion Family Wealth's 13F filing for Q4 2017, filed 6 Feb 2018.