Ladenburg Thalmann Financial Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Ladenburg Thalmann Financial Services’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	$1.63M	Buy	28,586 +237	+0.8%	+$13.5K	0.01%	978
2019 Q3	$1.62M	Buy	28,349 +1,557	+6%	+$89.2K	0.01%	919
2019 Q2	$1.52M	Buy	26,792 +2,716	+11%	+$153K	0.01%	941
2019 Q1	$1.34M	Buy	24,076 +1,318	+6%	+$72.7K	0.01%	993
2018 Q4	$1.25M	Sell	22,758 -17,062	-43%	-$922K	0.01%	907
2018 Q3	$2.16M	Buy	39,820 +2,623	+7%	+$143K	0.02%	692
2018 Q2	$2.04M	Hold	37,197	–	–	0.02%	687
2018 Q1	$2.04M	Buy	37,197 +3,717	+11%	+$204K	0.02%	687
2017 Q4	$1.87M	Sell	33,480 -1,266	-4%	-$70.7K	0.02%	724
2017 Q3	$1.95M	Buy	34,746 +242	+0.7%	+$13.6K	0.02%	633
2017 Q2	$1.93M	Buy	34,504 +168	+0.5%	+$9.35K	0.02%	608
2017 Q1	$1.89M	Sell	34,336 -852	-2%	-$46.7K	0.02%	590
2016 Q4	$1.93M	Sell	35,188 -668	-2%	-$36.9K	0.03%	534
2016 Q3	$2.04M	Buy	35,856 +8,212	+30%	+$470K	0.03%	497
2016 Q2	$1.59M	Buy	27,644 +1,332	+5%	+$75.8K	0.03%	552
2016 Q1	$1.49M	Buy	26,312 +10,418	+66%	+$587K	0.03%	533
2015 Q4	$889K	Sell	15,894 -362	-2%	-$20.1K	0.02%	746
2015 Q3	$901K	Buy	16,256 +172	+1%	+$9.47K	0.02%	690
2015 Q2	$882K	Sell	16,084 -394	-2%	-$21.8K	0.02%	767
2015 Q1	$925K	Buy	16,478 +14,232	+634%	+$797K	0.02%	724
2014 Q4	$125K	Buy	2,246 +90	+4%	+$5K	﹤0.01%	1751
2014 Q3	$120K	Hold	2,156	–	–	﹤0.01%	1499
2014 Q2	$119K	Buy	2,156 +1,800	+506%	+$98.3K	﹤0.01%	1489
2014 Q1	$19K	Hold	356	–	–	﹤0.01%	2610
2013 Q4	$19K	Hold	356	–	–	﹤0.01%	2569
2013 Q3	$18K	Sell	356 -380	-52%	-$19.6K	﹤0.01%	2528
2013 Q2	$38K	Buy	+736	New	+$40.4K	﹤0.01%	1903

Other funds holding NYF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its iShares New York Muni Bond ETF (NYF) stake by 0.84% in Q4 2019, buying an estimated $13.5K and bringing the position to 28,586 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #978.

Ladenburg Thalmann Financial Services first reported a position in NYF in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.16M in Q3 2018. 89 funds tracked by Wall St. Rank hold NYF as of Q4 2019.

Ladenburg Thalmann Financial Services held 28,586 shares of iShares New York Muni Bond ETF worth $1.63M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 237 iShares New York Muni Bond ETF shares in Q4 2019, an estimated $13.5K.
iShares New York Muni Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #978 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares New York Muni Bond ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's iShares New York Muni Bond ETF position peaked at $2.16M in Q3 2018.
89 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2019.

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