MFS
NXN

MSI Financial Services’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

MSI Financial Services’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
2016
Q4 		$22K Hold
1,700
– – ﹤0.01% 2342
2016
Q3 		$25K Buy
+1,700
New +$24.8K ﹤0.01% 2239

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MSI Financial Services's NXN Position: Q4 2016 in Review

MSI Financial Services held its Nuveen New York Tax-Free Income Portfolio (NXN) position steady in Q4 2016 at 1,700 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

MSI Financial Services first reported a position in NXN in Q3 2016 and has held it in 2 quarters since. The position peaked at $25K in Q3 2016. 14 funds tracked by Wall St. Rank hold NXN as of Q4 2016.

  • MSI Financial Services held 1,700 shares of Nuveen New York Tax-Free Income Portfolio worth $22K as of Q4 2016.
  • MSI Financial Services left its Nuveen New York Tax-Free Income Portfolio share count unchanged in Q4 2016.
  • Nuveen New York Tax-Free Income Portfolio made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2342 holding.
  • MSI Financial Services first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2016 and has held it in 2 quarters since.
  • MSI Financial Services's Nuveen New York Tax-Free Income Portfolio position peaked at $25K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.