Gupta Wealth Management’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Gupta Wealth Management’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
2016 Q1	$62K	Hold	4,630	–	–	0.01%	402
2015 Q4	$61K	Hold	4,630	–	–	0.02%	396
2015 Q3	$58K	Hold	4,630	–	–	0.01%	421
2015 Q2	$58K	Hold	4,630	–	–	0.01%	440
2015 Q1	$61K	Buy	+4,630	New	+$60.8K	0.02%	376

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's NRK Position: Q1 2016 in Review

Gupta Wealth Management held its Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) position steady in Q1 2016 at 4,630 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #402.

Gupta Wealth Management first reported a position in NRK in Q1 2015 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold NRK as of Q1 2016.

Gupta Wealth Management held 4,630 shares of Nuveen New York AMT-Free Quality Municipal Income Fund worth $62K as of Q1 2016.
Gupta Wealth Management left its Nuveen New York AMT-Free Quality Municipal Income Fund share count unchanged in Q1 2016.
Nuveen New York AMT-Free Quality Municipal Income Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #402 holding.
Gupta Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q1 2015 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.