RWM
NXN

Rezny Wealth Management’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Rezny Wealth Management’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
2015
Q4 		– Sell
-500
Closed -$6K – 83
2015
Q3 		$6K Hold
500
– – 0.01% 44
2015
Q2 		$6K Buy
+500
New +$6.78K 0.01% 48

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Rezny Wealth Management's NXN Position: Q4 2015 in Review

Rezny Wealth Management sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2015, closing a stake of 500 shares — an estimated $6K sold.

Rezny Wealth Management first reported a position in NXN in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q3 2015. 9 funds tracked by Wall St. Rank hold NXN as of Q4 2015.

  • Rezny Wealth Management reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2015 after selling out during the quarter.
  • Rezny Wealth Management sold 500 Nuveen New York Tax-Free Income Portfolio shares in Q4 2015, an estimated $6K.
  • Rezny Wealth Management first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2015 and held it in 2 quarters.
  • Rezny Wealth Management's Nuveen New York Tax-Free Income Portfolio position peaked at $6K in Q3 2015.
  • 9 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2015.

Based on Rezny Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.