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MinichMacGregor Wealth Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History

MinichMacGregor Wealth Management’s Portfolio NNY Stock Details NNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,983
Closed -$24.6K – 443
2022
Q4 		$24.6K Buy
+2,983
New +$24.6K 0.01% 274

Other funds holding NNY

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's NNY Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Nuveen New York Municipal Value Fund (NNY) in Q1 2023, closing a stake of 2,983 shares — an estimated $24.6K sold.

MinichMacGregor Wealth Management first reported a position in NNY in Q4 2022 and held it in 1 quarter. The position peaked at $24.6K in Q4 2022. 32 funds tracked by Wall St. Rank hold NNY as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Nuveen New York Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 2,983 Nuveen New York Municipal Value Fund shares in Q1 2023, an estimated $24.6K.
  • MinichMacGregor Wealth Management first reported a position in Nuveen New York Municipal Value Fund in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Nuveen New York Municipal Value Fund position peaked at $24.6K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.