Mascoma Wealth Management’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Mascoma Wealth Management’s Portfolio NRK Stock Details NRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-405	Closed	-$5K	–	433
2017 Q1	$5K	Hold	405	–	–	﹤0.01%	298
2016 Q4	$5K	Buy	+405	New	+$5.3K	﹤0.01%	302

Other funds holding NRK

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NGA

Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return

Mascoma Wealth Management's NRK Position: Q2 2017 in Review

Mascoma Wealth Management sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q2 2017, closing a stake of 405 shares — an estimated $5K sold.

Mascoma Wealth Management first reported a position in NRK in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 76 funds tracked by Wall St. Rank hold NRK as of Q2 2017.

Mascoma Wealth Management reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q2 2017 after selling out during the quarter.
Mascoma Wealth Management sold 405 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2017, an estimated $5K.
Mascoma Wealth Management first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q4 2016 and held it in 2 quarters.
Mascoma Wealth Management's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $5K in Q1 2017.
76 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2017.

Based on Mascoma Wealth Management's 13F filing for Q2 2017, filed 13 Jul 2017.