LSC
NXN

Logan Stone Capital’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Logan Stone Capital’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
2025
Q1 		– Sell
-17,329
Closed -$197K – 104
2024
Q4 		$197K Buy
+17,329
New +$206K 0.07% 103
2022
Q3 		– Sell
-14,061
Closed -$164K – 157
2022
Q2 		$164K Sell
14,061
-500
-3% -$5.94K 0.12% 111
2022
Q1 		$180K Buy
+14,561
New +$191K 0.13% 122

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Logan Stone Capital's NXN Position: Q1 2025 in Review

Logan Stone Capital sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q1 2025, closing a stake of 17,329 shares — an estimated $197K sold.

Logan Stone Capital first reported a position in NXN in Q1 2022 and held it in 3 quarters. The position peaked at $197K in Q4 2024. 17 funds tracked by Wall St. Rank hold NXN as of Q1 2025.

  • Logan Stone Capital reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 17,329 Nuveen New York Tax-Free Income Portfolio shares in Q1 2025, an estimated $197K.
  • Logan Stone Capital first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2022 and held it in 3 quarters.
  • Logan Stone Capital's Nuveen New York Tax-Free Income Portfolio position peaked at $197K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.