IWA
NYV

IBEX Wealth Advisors’s Nuveen New York Municipal Value Fund 2 NYV Stock Holding History

IBEX Wealth Advisors’s Portfolio NYV Stock Details NYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,721
Closed -$24K – 437
2019
Q2 		$24K Buy
+1,721
New +$24.8K 0.01% 276

Other funds holding NYV

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IBEX Wealth Advisors's NYV Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Nuveen New York Municipal Value Fund 2 (NYV) in Q3 2019, closing a stake of 1,721 shares — an estimated $24K sold.

IBEX Wealth Advisors first reported a position in NYV in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 16 funds tracked by Wall St. Rank hold NYV as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Nuveen New York Municipal Value Fund 2 position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,721 Nuveen New York Municipal Value Fund 2 shares in Q3 2019, an estimated $24K.
  • IBEX Wealth Advisors first reported a position in Nuveen New York Municipal Value Fund 2 in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Nuveen New York Municipal Value Fund 2 position peaked at $24K in Q2 2019.
  • 16 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund 2 as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.