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

Next Financial 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 Q4	$117K	Buy	8,568 +898	+12%	+$12.3K	0.01%	1092
2021 Q3	$106K	Buy	7,670 +700	+10%	+$9.94K	0.01%	1084
2021 Q2	$99K	Hold	6,970	–	–	0.01%	1120
2021 Q1	$101K	Buy	6,970 +749	+12%	+$10.5K	0.01%	1027
2020 Q4	$88K	Hold	6,221	–	–	0.01%	1001
2020 Q3	$81K	Buy	+6,221	New	+$82.9K	0.01%	940
2020 Q2	–	Sell	-6,221	Closed	-$79K	–	1467
2020 Q1	$79K	Hold	6,221	–	–	0.01%	833
2019 Q4	$88K	Hold	6,221	–	–	0.01%	992
2019 Q3	$86K	Hold	6,221	–	–	0.01%	955
2019 Q2	$84K	Buy	6,221 +36	+0.6%	+$488	0.01%	975
2019 Q1	$84K	Buy	6,185 +39	+0.6%	+$518	0.02%	586
2018 Q4	$79K	Buy	6,146 +81	+1%	+$1.02K	0.02%	660
2018 Q3	$77K	Buy	+6,065	New	+$77.9K	0.04%	436
2017 Q4	–	Sell	-3,330	Closed	-$47K	–	1023
2017 Q3	$47K	Hold	3,330	–	–	0.01%	711
2017 Q2	$47K	Buy	3,330 +8	+0.2%	+$111	0.01%	807
2017 Q1	$46K	Buy	3,322 +2,330	+235%	+$31.3K	0.01%	759
2016 Q4	$13K	Buy	992 +292	+42%	+$3.98K	﹤0.01%	1544
2016 Q3	$10K	Hold	700	–	–	﹤0.01%	1652
2016 Q2	$10K	Hold	700	–	–	﹤0.01%	1196
2016 Q1	$9K	Buy	+700	New	+$9.76K	﹤0.01%	1204

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

KAS

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

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

APWM

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

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

Next Financial Group's NXN Position: Q4 2021 in Review

Next Financial Group increased its Nuveen New York Tax-Free Income Portfolio (NXN) stake by 12% in Q4 2021, buying an estimated $12.3K and bringing the position to 8,568 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #1092.

Next Financial Group first reported a position in NXN in Q1 2016 and has held it in 20 quarters since. 18 funds tracked by Wall St. Rank hold NXN as of Q4 2021.

Next Financial Group held 8,568 shares of Nuveen New York Tax-Free Income Portfolio worth $117K as of Q4 2021.
Next Financial Group bought 898 Nuveen New York Tax-Free Income Portfolio shares in Q4 2021, an estimated $12.3K.
Nuveen New York Tax-Free Income Portfolio made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1092 holding.
Next Financial Group first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2016 and has held it in 20 quarters since.
18 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.