NL
NYV

NWAM LLC’s Nuveen New York Municipal Value Fund 2 NYV Stock Holding History

NWAM LLC’s Portfolio NYV Stock Details NYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,986
Closed -$131K – 224
2013
Q3 		$131K Buy
+12,986
New +$179K 0.06% 188

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PM
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TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

NWAM LLC's NYV Position: Q4 2013 in Review

NWAM LLC sold out of Nuveen New York Municipal Value Fund 2 (NYV) in Q4 2013, closing a stake of 12,986 shares — an estimated $131K sold.

NWAM LLC first reported a position in NYV in Q3 2013 and held it in 1 quarter. The position peaked at $131K in Q3 2013. 14 funds tracked by Wall St. Rank hold NYV as of Q4 2013.

  • NWAM LLC reported no remaining Nuveen New York Municipal Value Fund 2 position as of Q4 2013 after selling out during the quarter.
  • NWAM LLC sold 12,986 Nuveen New York Municipal Value Fund 2 shares in Q4 2013, an estimated $131K.
  • NWAM LLC first reported a position in Nuveen New York Municipal Value Fund 2 in Q3 2013 and held it in 1 quarter.
  • NWAM LLC's Nuveen New York Municipal Value Fund 2 position peaked at $131K in Q3 2013.
  • 14 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund 2 as of Q4 2013.

Based on NWAM LLC's 13F filing for Q4 2013, filed 9 Sep 2016.