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KCS Wealth Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

KCS Wealth Advisory’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,196
Closed -$126K – 325
2019
Q3 		$126K Buy
+2,196
New +$126K 0.09% 180

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIC
Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCS Wealth Advisory's NYF Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q4 2019, closing a stake of 2,196 shares — an estimated $126K sold.

KCS Wealth Advisory first reported a position in NYF in Q3 2019 and held it in 1 quarter. The position peaked at $126K in Q3 2019. 89 funds tracked by Wall St. Rank hold NYF as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares New York Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 2,196 iShares New York Muni Bond ETF shares in Q4 2019, an estimated $126K.
  • KCS Wealth Advisory first reported a position in iShares New York Muni Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares New York Muni Bond ETF position peaked at $126K in Q3 2019.
  • 89 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.