HR
INY

Howe & Rusling’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Howe & Rusling’s Portfolio INY Stock Details INY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-5,350
Closed -$132K – 1206
2016
Q2 		$132K Hold
5,350
– – 0.03% 162
2016
Q1 		$128K Hold
5,350
– – 0.03% 175
2015
Q4 		$127K Hold
5,350
– – 0.03% 183
2015
Q3 		$124K Hold
5,350
– – 0.03% 186
2015
Q2 		$123K Sell
5,350
-500
-9% -$11.6K 0.03% 198
2015
Q1 		$138K Hold
5,850
– – 0.03% 179
2014
Q4 		$139K Hold
5,850
– – 0.03% 172
2014
Q3 		$136K Hold
5,850
– – 0.03% 174
2014
Q2 		$134K Buy
+5,850
New +$134K 0.03% 183
2014
Q1 		– Sell
-5,850
Closed -$127K – 985
2013
Q4 		$127K Buy
5,850
+2,350
+67% +$52.7K 0.03% 179
2013
Q3 		$79K Sell
3,500
-2,350
-40% -$51.5K 0.03% 233
2013
Q2 		$133K Buy
+5,850
New +$138K 0.04% 187

Howe & Rusling's INY Position: Q3 2016 in Review

Howe & Rusling sold out of SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q3 2016, closing a stake of 5,350 shares — an estimated $132K sold.

Howe & Rusling first reported a position in INY in Q2 2013 and held it in 12 quarters. The position peaked at $139K in Q4 2014. 0 funds tracked by Wall St. Rank hold INY as of Q3 2016.

  • Howe & Rusling reported no remaining SPDR NUVEEN BARCLAYS N Y MUN BD ETF position as of Q3 2016 after selling out during the quarter.
  • Howe & Rusling sold 5,350 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q3 2016, an estimated $132K.
  • Howe & Rusling first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q2 2013 and held it in 12 quarters.
  • Howe & Rusling's SPDR NUVEEN BARCLAYS N Y MUN BD ETF position peaked at $139K in Q4 2014.
  • 0 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q3 2016.

Based on Howe & Rusling's 13F filing for Q3 2016, filed 17 Oct 2016.