San Francisco Sentry Investment Group’s iShares New York Muni Bond ETF NYF Stock Holding History

San Francisco Sentry Investment Group’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 Q2	–	Sell	-350	Closed	-$19K	–	836
2018 Q1	$19K	Hold	350	–	–	0.01%	600
2017 Q4	$20K	Hold	350	–	–	0.01%	577
2017 Q3	$20K	Hold	350	–	–	0.01%	553
2017 Q2	$20K	Buy	+350	New	+$19.5K	0.01%	456

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

ERIM

Eagle Ridge Investment Management Stamford, Connecticut $1.15B AUM 18.44% 1-Year Est. Return

San Francisco Sentry Investment Group's NYF Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of iShares New York Muni Bond ETF (NYF) in Q2 2018, closing a stake of 350 shares — an estimated $19K sold.

San Francisco Sentry Investment Group first reported a position in NYF in Q2 2017 and held it in 4 quarters. The position peaked at $20K in Q4 2017. 60 funds tracked by Wall St. Rank hold NYF as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining iShares New York Muni Bond ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 350 iShares New York Muni Bond ETF shares in Q2 2018, an estimated $19K.
San Francisco Sentry Investment Group first reported a position in iShares New York Muni Bond ETF in Q2 2017 and held it in 4 quarters.
San Francisco Sentry Investment Group's iShares New York Muni Bond ETF position peaked at $20K in Q4 2017.
60 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.