IFP Advisors’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

IFP Advisors’s Portfolio NXN Stock Details NXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20,470	Closed	-$264K	–	4094
2022 Q4	$264K	Sell	20,470 -10,355	-34%	-$119K	0.01%	1201
2022 Q3	$397K	Buy	+30,825	New	+$363K	0.01%	1034
2016 Q1	–	Sell	-2,178	Closed	-$30K	–	3068
2015 Q4	$30K	Buy	+2,178	New	+$29.1K	﹤0.01%	1921

Other funds holding NXN

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

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

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

RCM

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

HWAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's NXN Position: Q1 2023 in Review

IFP Advisors sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2023, closing a stake of 20,470 shares — an estimated $264K sold.

IFP Advisors first reported a position in NXN in Q4 2015 and held it in 3 quarters. The position peaked at $397K in Q3 2022. 18 funds tracked by Wall St. Rank hold NXN as of Q1 2023.

IFP Advisors reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 20,470 Nuveen New York Tax-Free Income Portfolio shares in Q1 2023, an estimated $264K.
IFP Advisors first reported a position in Nuveen New York Tax-Free Income Portfolio in Q4 2015 and held it in 3 quarters.
IFP Advisors's Nuveen New York Tax-Free Income Portfolio position peaked at $397K in Q3 2022.
18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2023.

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