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NXN

NewEdge Advisors’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

NewEdge Advisors’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
2020
Q2 		– Sell
-12,126
Closed -$153K – 923
2020
Q1 		$153K Hold
12,126
– – 0.01% 728
2019
Q4 		$171K Hold
12,126
– – 0.01% 769
2019
Q3 		$170K Buy
+12,126
New +$169K 0.01% 764

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors's NXN Position: Q2 2020 in Review

NewEdge Advisors sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q2 2020, closing a stake of 12,126 shares — an estimated $153K sold.

NewEdge Advisors first reported a position in NXN in Q3 2019 and held it in 3 quarters. The position peaked at $171K in Q4 2019. 17 funds tracked by Wall St. Rank hold NXN as of Q2 2020.

  • NewEdge Advisors reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q2 2020 after selling out during the quarter.
  • NewEdge Advisors sold 12,126 Nuveen New York Tax-Free Income Portfolio shares in Q2 2020, an estimated $153K.
  • NewEdge Advisors first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2019 and held it in 3 quarters.
  • NewEdge Advisors's Nuveen New York Tax-Free Income Portfolio position peaked at $171K in Q4 2019.
  • 17 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q2 2020.

Based on NewEdge Advisors's 13F filing for Q2 2020, filed 29 Jul 2020.