Lenox Wealth Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Lenox Wealth Management’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
2020 Q2	$15K	Buy	+261	New	+$14.8K	﹤0.01%	380

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

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

Lenox Wealth Management's NYF Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in iShares New York Muni Bond ETF (NYF) in Q2 2020: 261 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings.

94 funds tracked by Wall St. Rank hold NYF as of Q2 2020.

Lenox Wealth Management held 261 shares of iShares New York Muni Bond ETF worth $15K as of Q2 2020.
iShares New York Muni Bond ETF was a new Lenox Wealth Management position in Q2 2020.
iShares New York Muni Bond ETF made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #380 holding.
94 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.