IRON Financial’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

IRON Financial’s Portfolio NRK Stock Details NRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-12,498	Closed	-$1.61K	–	85
2014 Q4	$1.61K	Buy	+12,498	New	+$162K	0.16%	66
2014 Q2	–	Sell	-12,498	Closed	-$160K	–	84
2014 Q1	$160K	Hold	12,498	–	–	0.12%	65
2013 Q4	$153K	Buy	+12,498	New	+$150K	0.16%	37

Other funds holding NRK

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 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

TCM

TAM Capital Management Stamford, Connecticut $205M AUM 28.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

NGA

Naples Global Advisors Naples, Florida $1.37B AUM 28.26% 1-Year Est. Return

IRON Financial's NRK Position: Q1 2015 in Review

IRON Financial sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q1 2015, closing a stake of 12,498 shares — an estimated $1.61K sold.

IRON Financial first reported a position in NRK in Q4 2013 and held it in 3 quarters. The position peaked at $160K in Q1 2014. 57 funds tracked by Wall St. Rank hold NRK as of Q1 2015.

IRON Financial reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q1 2015 after selling out during the quarter.
IRON Financial sold 12,498 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2015, an estimated $1.61K.
IRON Financial first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2013 and held it in 3 quarters.
IRON Financial's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $160K in Q1 2014.
57 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2015.

Based on IRON Financial's 13F filing for Q1 2015, filed 9 Apr 2015.