LTFS
NXN

Ladenburg Thalmann Financial Services’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$440K Buy
31,086
+599
+2% +$8.35K ﹤0.01% 1917
2019
Q3 		$421K Buy
30,487
+4,292
+16% +$59.7K ﹤0.01% 1896
2019
Q2 		$353K Buy
26,195
+600
+2% +$8.13K ﹤0.01% 2009
2019
Q1 		$346K Hold
25,595
– – ﹤0.01% 1974
2018
Q4 		$328K Sell
25,595
-3,270
-11% -$41.4K ﹤0.01% 1849
2018
Q3 		$368K Buy
28,865
+3,193
+12% +$41K ﹤0.01% 1839
2018
Q2 		$334K Hold
25,672
– – ﹤0.01% 1861
2018
Q1 		$334K Buy
25,672
+3,605
+16% +$47.2K ﹤0.01% 1861
2017
Q4 		$301K Buy
22,067
+4,252
+24% +$58.5K ﹤0.01% 1904
2017
Q3 		$250K Buy
17,815
+3,660
+26% +$51.4K ﹤0.01% 1933
2017
Q2 		$199K Buy
14,155
+870
+7% +$12K ﹤0.01% 2028
2017
Q1 		$182K Hold
13,285
– – ﹤0.01% 1983
2016
Q4 		$176K Hold
13,285
– – ﹤0.01% 1909
2016
Q3 		$195K Sell
13,285
-7,048
-35% -$103K ﹤0.01% 1778
2016
Q2 		$297K Hold
20,333
– – ﹤0.01% 1418
2016
Q1 		$286K Buy
20,333
+909
+5% +$12.7K 0.01% 1376
2015
Q4 		$266K Sell
19,424
-7,000
-26% -$93.4K ﹤0.01% 1392
2015
Q3 		$352K Buy
26,424
+372
+1% +$4.91K 0.01% 1154
2015
Q2 		$346K Buy
26,052
+14,762
+131% +$200K 0.01% 1248
2015
Q1 		$160K Buy
+11,290
New +$158K ﹤0.01% 1745

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NXN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Nuveen New York Tax-Free Income Portfolio (NXN) stake by 2% in Q4 2019, buying an estimated $8.35K and bringing the position to 31,086 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Ladenburg Thalmann Financial Services first reported a position in NXN in Q1 2015 and has held it in 20 quarters since. 17 funds tracked by Wall St. Rank hold NXN as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 31,086 shares of Nuveen New York Tax-Free Income Portfolio worth $440K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 599 Nuveen New York Tax-Free Income Portfolio shares in Q4 2019, an estimated $8.35K.
  • Nuveen New York Tax-Free Income Portfolio made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1917 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2015 and has held it in 20 quarters since.
  • 17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.