SeaCrest Wealth Management’s Nuveen New York Municipal Value Fund NNY Stock Holding History

SeaCrest Wealth Management’s Portfolio NNY Stock Details NNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,000	Closed	-$10K	–	1380
2019 Q1	$10K	Hold	1,000	–	–	﹤0.01%	1530
2018 Q4	$10K	Hold	1,000	–	–	﹤0.01%	1500
2018 Q3	$9K	Hold	1,000	–	–	﹤0.01%	1694
2018 Q2	$9K	Hold	1,000	–	–	﹤0.01%	1666
2018 Q1	$9K	Hold	1,000	–	–	﹤0.01%	1624
2017 Q4	$10K	Buy	+1,000	New	+$9.93K	﹤0.01%	1598

Other funds holding NNY

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SeaCrest Wealth Management's NNY Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Nuveen New York Municipal Value Fund (NNY) in Q2 2019, closing a stake of 1,000 shares — an estimated $10K sold.

SeaCrest Wealth Management first reported a position in NNY in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2019. 22 funds tracked by Wall St. Rank hold NNY as of Q2 2019.

SeaCrest Wealth Management reported no remaining Nuveen New York Municipal Value Fund position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,000 Nuveen New York Municipal Value Fund shares in Q2 2019, an estimated $10K.
SeaCrest Wealth Management first reported a position in Nuveen New York Municipal Value Fund in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Nuveen New York Municipal Value Fund position peaked at $10K in Q1 2019.
22 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.