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Moneta Group Investment Advisors’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

Moneta Group Investment Advisors’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
2022
Q2 		– Sell
-14,415
Closed -$175K – 495
2022
Q1 		$175K Sell
14,415
-16
-0.1% -$204 0.01% 431
2021
Q4 		$199K Buy
14,431
+42
+0.3% +$579 0.01% 460
2021
Q3 		$199K Buy
14,389
+13
+0.1% +$184 0.01% 439
2021
Q2 		$204K Buy
+14,376
New +$200K 0.01% 433

Other funds holding NRK

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Moneta Group Investment Advisors's NRK Position: Q2 2022 in Review

Moneta Group Investment Advisors sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q2 2022, closing a stake of 14,415 shares — an estimated $175K sold.

Moneta Group Investment Advisors first reported a position in NRK in Q2 2021 and held it in 4 quarters. The position peaked at $204K in Q2 2021. 109 funds tracked by Wall St. Rank hold NRK as of Q2 2022.

  • Moneta Group Investment Advisors reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q2 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 14,415 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q2 2022, an estimated $175K.
  • Moneta Group Investment Advisors first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2021 and held it in 4 quarters.
  • Moneta Group Investment Advisors's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $204K in Q2 2021.
  • 109 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q2 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.