NFG
BNY

Next Financial Group’s BlackRock New York Municipal Income Trust BNY Stock Holding History

Next Financial Group’s Portfolio BNY Stock Details BNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,920
Closed -$27K – 1930
2014
Q3 		$27K Hold
1,920
– – 0.01% 1240
2014
Q2 		$27K Buy
+1,920
New +$26.7K 0.01% 504

Other funds holding BNY

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $1.15B AUM 24.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Next Financial Group's BNY Position: Q4 2014 in Review

Next Financial Group sold out of BlackRock New York Municipal Income Trust (BNY) in Q4 2014, closing a stake of 1,920 shares — an estimated $27K sold.

Next Financial Group first reported a position in BNY in Q2 2014 and held it in 2 quarters. The position peaked at $27K in Q3 2014. 20 funds tracked by Wall St. Rank hold BNY as of Q4 2014.

  • Next Financial Group reported no remaining BlackRock New York Municipal Income Trust position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 1,920 BlackRock New York Municipal Income Trust shares in Q4 2014, an estimated $27K.
  • Next Financial Group first reported a position in BlackRock New York Municipal Income Trust in Q2 2014 and held it in 2 quarters.
  • Next Financial Group's BlackRock New York Municipal Income Trust position peaked at $27K in Q3 2014.
  • 20 funds tracked by Wall St. Rank held BlackRock New York Municipal Income Trust as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.