LF
NXN

Lee Financial’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-2,971
Closed -$35K – 956
2022
Q2 		$35K Hold
2,971
– – 0.01% 275
2022
Q1 		$37K Hold
2,971
– – 0.01% 270
2021
Q4 		$40K Hold
2,971
– – 0.01% 280
2021
Q3 		$41K Buy
+2,971
New +$42.2K 0.01% 251

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Lee Financial's NXN Position: Q3 2022 in Review

Lee Financial sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q3 2022, closing a stake of 2,971 shares — an estimated $35K sold.

Lee Financial first reported a position in NXN in Q3 2021 and held it in 4 quarters. The position peaked at $41K in Q3 2021. 17 funds tracked by Wall St. Rank hold NXN as of Q3 2022.

  • Lee Financial reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 2,971 Nuveen New York Tax-Free Income Portfolio shares in Q3 2022, an estimated $35K.
  • Lee Financial first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2021 and held it in 4 quarters.
  • Lee Financial's Nuveen New York Tax-Free Income Portfolio position peaked at $41K in Q3 2021.
  • 17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.