IFP Advisors’s Nuveen New York Municipal Value Fund NNY Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-28,120	Closed	-$263K	–	4073
2022 Q4	$263K	Sell	28,120 -14,140	-33%	-$117K	0.01%	1203
2022 Q3	$395K	Buy	+42,260	New	+$362K	0.01%	1037
2017 Q4	–	Sell	-1,246	Closed	-$13K	–	4007
2017 Q3	$13K	Buy	1,246 +12	+1%	+$122	﹤0.01%	2882
2017 Q2	$13K	Buy	1,234 +11	+0.9%	+$110	﹤0.01%	2858
2017 Q1	$12K	Buy	1,223 +8	+0.7%	+$77	﹤0.01%	2818
2016 Q4	$12K	Buy	1,215 +16	+1%	+$156	﹤0.01%	2795
2016 Q3	$12K	Buy	1,199 +11	+0.9%	+$115	﹤0.01%	2717
2016 Q2	$12K	Buy	+1,188	New	+$12.1K	﹤0.01%	2660
2016 Q1	–	Sell	-1,173	Closed	-$12K	–	3047
2015 Q4	$12K	Buy	+1,173	New	+$11.5K	﹤0.01%	2488

Other funds holding NNY

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's NNY Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen New York Municipal Value Fund (NNY) in Q1 2023, closing a stake of 28,120 shares — an estimated $263K sold.

IFP Advisors first reported a position in NNY in Q4 2015 and held it in 9 quarters. The position peaked at $395K in Q3 2022. 32 funds tracked by Wall St. Rank hold NNY as of Q1 2023.

IFP Advisors reported no remaining Nuveen New York Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 28,120 Nuveen New York Municipal Value Fund shares in Q1 2023, an estimated $263K.
IFP Advisors first reported a position in Nuveen New York Municipal Value Fund in Q4 2015 and held it in 9 quarters.
IFP Advisors's Nuveen New York Municipal Value Fund position peaked at $395K in Q3 2022.
32 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.