MRCM
NXN

M&R Capital Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

M&R Capital Management’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
2024
Q3 		$7.3K Sell
600
-400
-40% -$4.74K ﹤0.01% 424
2024
Q2 		$11.7K Hold
1,000
– – ﹤0.01% 353
2024
Q1 		$11.6K Buy
+1,000
New +$11.8K ﹤0.01% 351

Other funds holding NXN

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

M&R Capital Management's NXN Position: Q3 2024 in Review

M&R Capital Management reduced its Nuveen New York Tax-Free Income Portfolio (NXN) stake by 40% in Q3 2024, selling an estimated $4.74K and leaving 600 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

M&R Capital Management first reported a position in NXN in Q1 2024 and has held it in 3 quarters since. The position peaked at $11.7K in Q2 2024. 20 funds tracked by Wall St. Rank hold NXN as of Q3 2024.

  • M&R Capital Management held 600 shares of Nuveen New York Tax-Free Income Portfolio worth $7.3K as of Q3 2024.
  • M&R Capital Management sold 400 Nuveen New York Tax-Free Income Portfolio shares in Q3 2024, an estimated $4.74K.
  • Nuveen New York Tax-Free Income Portfolio made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #424 holding.
  • M&R Capital Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2024 and has held it in 3 quarters since.
  • M&R Capital Management's Nuveen New York Tax-Free Income Portfolio position peaked at $11.7K in Q2 2024.
  • 20 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.