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Harbor Investment Advisory’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Harbor Investment Advisory’s Portfolio NNY Stock Details NNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,000
Closed -$52K – 1136
2019
Q4 		$52K Buy
+5,000
New +$51.7K 0.01% 404

Other funds holding NNY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AIM
Axiom Investment Management New York $150M AUM

Harbor Investment Advisory's NNY Position: Q1 2020 in Review

Harbor Investment Advisory sold out of Nuveen New York Municipal Value Fund (NNY) in Q1 2020, closing a stake of 5,000 shares — an estimated $52K sold.

Harbor Investment Advisory first reported a position in NNY in Q4 2019 and held it in 1 quarter. The position peaked at $52K in Q4 2019. 26 funds tracked by Wall St. Rank hold NNY as of Q1 2020.

  • Harbor Investment Advisory reported no remaining Nuveen New York Municipal Value Fund position as of Q1 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 5,000 Nuveen New York Municipal Value Fund shares in Q1 2020, an estimated $52K.
  • Harbor Investment Advisory first reported a position in Nuveen New York Municipal Value Fund in Q4 2019 and held it in 1 quarter.
  • Harbor Investment Advisory's Nuveen New York Municipal Value Fund position peaked at $52K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.