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

Newbridge Financial Services Group’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
2021 Q3	–	Sell	-376	Closed	-$5K	–	1553
2021 Q2	$5K	Hold	376	–	–	﹤0.01%	1127
2021 Q1	$5K	Hold	376	–	–	﹤0.01%	1034
2020 Q4	$5K	Hold	376	–	–	﹤0.01%	855
2020 Q3	$5K	Buy	+376	New	+$5.01K	﹤0.01%	810

Other funds holding NXN

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Newbridge Financial Services Group's NXN Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q3 2021, closing a stake of 376 shares — an estimated $5K sold.

Newbridge Financial Services Group first reported a position in NXN in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 21 funds tracked by Wall St. Rank hold NXN as of Q3 2021.

Newbridge Financial Services Group reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 376 Nuveen New York Tax-Free Income Portfolio shares in Q3 2021, an estimated $5K.
Newbridge Financial Services Group first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Nuveen New York Tax-Free Income Portfolio position peaked at $5K in Q2 2021.
21 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.