LS
NXN

Leelyn Smith’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Leelyn Smith’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
Q4 		– Sell
-690
Closed -$8K – 498
2022
Q3 		$8K Buy
+690
New +$8.13K ﹤0.01% 324

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Leelyn Smith's NXN Position: Q4 2022 in Review

Leelyn Smith sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2022, closing a stake of 690 shares — an estimated $8K sold.

Leelyn Smith first reported a position in NXN in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 19 funds tracked by Wall St. Rank hold NXN as of Q4 2022.

  • Leelyn Smith reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 690 Nuveen New York Tax-Free Income Portfolio shares in Q4 2022, an estimated $8K.
  • Leelyn Smith first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's Nuveen New York Tax-Free Income Portfolio position peaked at $8K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.