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Samalin Investment Counsel’s iShares New York Muni Bond ETF NYF Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-18
Closed -$1K – 407
2019
Q4 		$1K Buy
+18
New +$1.03K ﹤0.01% 536

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
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Samalin Investment Counsel's NYF Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares New York Muni Bond ETF (NYF) in Q1 2020, closing a stake of 18 shares — an estimated $1K sold.

Samalin Investment Counsel first reported a position in NYF in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 91 funds tracked by Wall St. Rank hold NYF as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares New York Muni Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 18 iShares New York Muni Bond ETF shares in Q1 2020, an estimated $1K.
  • Samalin Investment Counsel first reported a position in iShares New York Muni Bond ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares New York Muni Bond ETF position peaked at $1K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.