Rockefeller Financial Services’s iShares New York Muni Bond ETF NYF Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$93K	Hold	1,660	–	–	﹤0.01%	381
2017 Q3	$93K	Buy	1,660 +106	+7%	+$5.94K	﹤0.01%	385
2017 Q2	$87K	Hold	1,554	–	–	﹤0.01%	349
2017 Q1	$86K	Hold	1,554	–	–	﹤0.01%	367
2016 Q4	$85K	Hold	1,554	–	–	﹤0.01%	386
2016 Q3	$89K	Hold	1,554	–	–	﹤0.01%	358
2016 Q2	$90K	Hold	1,554	–	–	﹤0.01%	365
2016 Q1	$88K	Hold	1,554	–	–	﹤0.01%	380
2015 Q4	$87K	Hold	1,554	–	–	﹤0.01%	398
2015 Q3	$86K	Hold	1,554	–	–	﹤0.01%	392
2015 Q2	$85K	Hold	1,554	–	–	﹤0.01%	372
2015 Q1	$87K	Hold	1,554	–	–	﹤0.01%	393
2014 Q4	$87K	Hold	1,554	–	–	﹤0.01%	363
2014 Q3	$86K	Hold	1,554	–	–	﹤0.01%	378
2014 Q2	$85K	Hold	1,554	–	–	﹤0.01%	389
2014 Q1	$84K	Hold	1,554	–	–	﹤0.01%	400
2013 Q4	$81K	Hold	1,554	–	–	﹤0.01%	395
2013 Q3	$81K	Hold	1,554	–	–	﹤0.01%	395
2013 Q2	$81K	Buy	+1,554	New	+$85.4K	﹤0.01%	395

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

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

BFG

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

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

MPPLM

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Rockefeller Financial Services's NYF Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares New York Muni Bond ETF (NYF) position steady in Q4 2017 at 1,660 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Rockefeller Financial Services first reported a position in NYF in Q2 2013 and has held it in 19 quarters since. 59 funds tracked by Wall St. Rank hold NYF as of Q4 2017.

Rockefeller Financial Services held 1,660 shares of iShares New York Muni Bond ETF worth $93K as of Q4 2017.
Rockefeller Financial Services left its iShares New York Muni Bond ETF share count unchanged in Q4 2017.
iShares New York Muni Bond ETF made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #381 holding.
Rockefeller Financial Services first reported a position in iShares New York Muni Bond ETF in Q2 2013 and has held it in 19 quarters since.
59 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.