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Portfolio Strategies’s iShares New York Muni Bond ETF NYF Stock Holding History

Portfolio Strategies’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
2018
Q1 		– Sell
-200
Closed -$11K – 252
2017
Q4 		$11K Buy
+200
New +$11.2K 0.01% 161

Other funds holding NYF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Portfolio Strategies's NYF Position: Q1 2018 in Review

Portfolio Strategies sold out of iShares New York Muni Bond ETF (NYF) in Q1 2018, closing a stake of 200 shares — an estimated $11K sold.

Portfolio Strategies first reported a position in NYF in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 60 funds tracked by Wall St. Rank hold NYF as of Q1 2018.

  • Portfolio Strategies reported no remaining iShares New York Muni Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Portfolio Strategies sold 200 iShares New York Muni Bond ETF shares in Q1 2018, an estimated $11K.
  • Portfolio Strategies first reported a position in iShares New York Muni Bond ETF in Q4 2017 and held it in 1 quarter.
  • Portfolio Strategies's iShares New York Muni Bond ETF position peaked at $11K in Q4 2017.
  • 60 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2018.

Based on Portfolio Strategies's 13F filing for Q1 2018, filed 25 Sep 2018.