SCM
NYV

Shelton Capital Management’s Nuveen New York Municipal Value Fund 2 NYV Stock Holding History

Shelton Capital Management’s Portfolio NYV Stock Details NYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-59,517
Closed -$881K – 852
2020
Q3 		$881K Buy
+59,517
New +$864K 0.04% 363

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TIM
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PM
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WAM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KAS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
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Shelton Capital Management's NYV Position: Q4 2020 in Review

Shelton Capital Management sold out of Nuveen New York Municipal Value Fund 2 (NYV) in Q4 2020, closing a stake of 59,517 shares — an estimated $881K sold.

Shelton Capital Management first reported a position in NYV in Q3 2020 and held it in 1 quarter. The position peaked at $881K in Q3 2020. 16 funds tracked by Wall St. Rank hold NYV as of Q4 2020.

  • Shelton Capital Management reported no remaining Nuveen New York Municipal Value Fund 2 position as of Q4 2020 after selling out during the quarter.
  • Shelton Capital Management sold 59,517 Nuveen New York Municipal Value Fund 2 shares in Q4 2020, an estimated $881K.
  • Shelton Capital Management first reported a position in Nuveen New York Municipal Value Fund 2 in Q3 2020 and held it in 1 quarter.
  • Shelton Capital Management's Nuveen New York Municipal Value Fund 2 position peaked at $881K in Q3 2020.
  • 16 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund 2 as of Q4 2020.

Based on Shelton Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.