Patten Group’s iShares New York Muni Bond ETF NYF Stock Holding History

Patten Group’s Portfolio NYF Stock Details NYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-800	Closed	-$44K	–	422
2018 Q4	$44K	Hold	800	–	–	0.02%	295
2018 Q3	$43K	Hold	800	–	–	0.02%	341
2018 Q2	$44K	Hold	800	–	–	0.02%	336
2018 Q1	$44K	Hold	800	–	–	0.02%	338
2017 Q4	$45K	Hold	800	–	–	0.02%	349
2017 Q3	$45K	Hold	800	–	–	0.02%	338
2017 Q2	$45K	Hold	800	–	–	0.02%	332
2017 Q1	$44K	Buy	800 +148	+23%	+$8.12K	0.02%	323
2016 Q4	$36K	Hold	652	–	–	0.02%	334
2016 Q3	$36.8K	Hold	652	–	–	0.02%	342
2016 Q2	$37.6K	Hold	652	–	–	0.02%	331
2016 Q1	$36.8K	Hold	652	–	–	0.02%	330
2015 Q4	$36.5K	Hold	652	–	–	0.02%	344
2015 Q3	$36.1K	Buy	652 +200	+44%	+$11K	0.02%	307
2015 Q2	$24.8K	Buy	+452	New	+$25K	0.01%	351
2015 Q1	–	Sell	-452	Closed	-$25K	–	224
2014 Q4	$25K	Buy	+452	New	+$25.1K	0.01%	213

Other funds holding NYF

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patten Group's NYF Position: Q1 2019 in Review

Patten Group sold out of iShares New York Muni Bond ETF (NYF) in Q1 2019, closing a stake of 800 shares — an estimated $44K sold.

Patten Group first reported a position in NYF in Q4 2014 and held it in 16 quarters. The position peaked at $45K in Q4 2017. 70 funds tracked by Wall St. Rank hold NYF as of Q1 2019.

Patten Group reported no remaining iShares New York Muni Bond ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 800 iShares New York Muni Bond ETF shares in Q1 2019, an estimated $44K.
Patten Group first reported a position in iShares New York Muni Bond ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares New York Muni Bond ETF position peaked at $45K in Q4 2017.
70 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.