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Ken Stern & Associates’s iShares New York Muni Bond ETF NYF Stock Holding History

Ken Stern & Associates’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
2017
Q1 		– Sell
-3,666
Closed -$200K – 119
2016
Q4 		$200K Buy
+3,666
New +$203K 0.1% 103

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ken Stern & Associates's NYF Position: Q1 2017 in Review

Ken Stern & Associates sold out of iShares New York Muni Bond ETF (NYF) in Q1 2017, closing a stake of 3,666 shares — an estimated $200K sold.

Ken Stern & Associates first reported a position in NYF in Q4 2016 and held it in 1 quarter. The position peaked at $200K in Q4 2016. 54 funds tracked by Wall St. Rank hold NYF as of Q1 2017.

  • Ken Stern & Associates reported no remaining iShares New York Muni Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Ken Stern & Associates sold 3,666 iShares New York Muni Bond ETF shares in Q1 2017, an estimated $200K.
  • Ken Stern & Associates first reported a position in iShares New York Muni Bond ETF in Q4 2016 and held it in 1 quarter.
  • Ken Stern & Associates's iShares New York Muni Bond ETF position peaked at $200K in Q4 2016.
  • 54 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2017.

Based on Ken Stern & Associates's 13F filing for Q1 2017, filed 11 May 2017.