NES
INY

New England Securities’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

New England Securities’s Portfolio INY Stock Details INY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$60K Buy
2,545
+85
+3% +$1.98K 0.02% 557
2014
Q3 		$57K Hold
2,460
– – 0.02% 579
2014
Q2 		$56K Buy
2,460
+2,260
+1,130% +$51.6K 0.02% 587
2014
Q1 		$5K Hold
200
– – ﹤0.01% 1304
2013
Q4 		$4K Hold
200
– – ﹤0.01% 1318
2013
Q3 		$5K Buy
+200
New +$4.38K ﹤0.01% 1211

Other funds holding INY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LG
Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return
FA
FMA Advisory Harrisburg, Pennsylvania $268M AUM 30.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New England Securities's INY Position: Q4 2014 in Review

New England Securities increased its SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) stake by 3.5% in Q4 2014, buying an estimated $1.98K and bringing the position to 2,545 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #557.

New England Securities first reported a position in INY in Q3 2013 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold INY as of Q4 2014.

  • New England Securities held 2,545 shares of SPDR NUVEEN BARCLAYS N Y MUN BD ETF worth $60K as of Q4 2014.
  • New England Securities bought 85 SPDR NUVEEN BARCLAYS N Y MUN BD ETF shares in Q4 2014, an estimated $1.98K.
  • SPDR NUVEEN BARCLAYS N Y MUN BD ETF made up 0.02% of New England Securities's portfolio in Q4 2014, its #557 holding.
  • New England Securities first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q3 2013 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.