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Raymond James Trust’s iShares New York Muni Bond ETF NYF Stock Holding History

Raymond James Trust’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
Q3 		– Sell
-7,824
Closed -$429K – 914
2018
Q2 		$429K Buy
+7,824
New +$427K 0.03% 457

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.55B AUM 29.02% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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

Raymond James Trust's NYF Position: Q3 2018 in Review

Raymond James Trust sold out of iShares New York Muni Bond ETF (NYF) in Q3 2018, closing a stake of 7,824 shares — an estimated $429K sold.

Raymond James Trust first reported a position in NYF in Q2 2018 and held it in 1 quarter. The position peaked at $429K in Q2 2018. 62 funds tracked by Wall St. Rank hold NYF as of Q3 2018.

  • Raymond James Trust reported no remaining iShares New York Muni Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Raymond James Trust sold 7,824 iShares New York Muni Bond ETF shares in Q3 2018, an estimated $429K.
  • Raymond James Trust first reported a position in iShares New York Muni Bond ETF in Q2 2018 and held it in 1 quarter.
  • Raymond James Trust's iShares New York Muni Bond ETF position peaked at $429K in Q2 2018.
  • 62 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q3 2018.

Based on Raymond James Trust's 13F filing for Q3 2018, filed 16 Oct 2018.