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

Gary Goldberg Planning Services’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
2013
Q3 		– Sell
-6,207
Closed -$82K – 369
2013
Q2 		$82K Buy
+6,207
New +$87.3K 0.05% 136

Other funds holding NRK

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ACM
Argentus Capital Management Dallas, Texas $284M AUM 12.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gary Goldberg Planning Services's NRK Position: Q3 2013 in Review

Gary Goldberg Planning Services sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q3 2013, closing a stake of 6,207 shares — an estimated $82K sold.

Gary Goldberg Planning Services first reported a position in NRK in Q2 2013 and held it in 1 quarter. The position peaked at $82K in Q2 2013. 62 funds tracked by Wall St. Rank hold NRK as of Q3 2013.

  • Gary Goldberg Planning Services reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q3 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 6,207 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q3 2013, an estimated $82K.
  • Gary Goldberg Planning Services first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $82K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q3 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q3 2013, filed 5 Nov 2013.