Laidlaw Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Laidlaw Group’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
2015 Q2	$488K	Hold	8,900	–	–	0.23%	54
2015 Q1	$500K	Hold	8,900	–	–	0.24%	53
2014 Q4	$496K	Hold	8,900	–	–	0.24%	53
2014 Q3	$494K	Hold	8,900	–	–	0.25%	55
2014 Q2	$490K	Hold	8,900	–	–	0.24%	55
2014 Q1	$481K	Hold	8,900	–	–	0.25%	55
2013 Q4	$465K	Buy	8,900 +2,000	+29%	+$105K	0.25%	60
2013 Q3	$358K	Hold	6,900	–	–	0.21%	65
2013 Q2	$360K	Buy	+6,900	New	+$379K	0.2%	63

Other funds holding NYF

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Laidlaw Group's NYF Position: Q2 2015 in Review

Laidlaw Group held its iShares New York Muni Bond ETF (NYF) position steady in Q2 2015 at 8,900 shares worth $488K. The position accounts for 0.23% of the portfolio, ranked #54.

Laidlaw Group first reported a position in NYF in Q2 2013 and has held it in 9 quarters since. The position peaked at $500K in Q1 2015. 38 funds tracked by Wall St. Rank hold NYF as of Q2 2015.

Laidlaw Group held 8,900 shares of iShares New York Muni Bond ETF worth $488K as of Q2 2015.
Laidlaw Group left its iShares New York Muni Bond ETF share count unchanged in Q2 2015.
iShares New York Muni Bond ETF made up 0.23% of Laidlaw Group's portfolio in Q2 2015, its #54 holding.
Laidlaw Group first reported a position in iShares New York Muni Bond ETF in Q2 2013 and has held it in 9 quarters since.
Laidlaw Group's iShares New York Muni Bond ETF position peaked at $500K in Q1 2015.
38 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2015.

Based on Laidlaw Group's 13F filing for Q2 2015, filed 31 Jul 2015.