Silver Lake Advisory’s iShares New York Muni Bond ETF NYF Stock Holding History

Silver Lake Advisory’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 Q4	–	Sell	-4,460	Closed	-$242K	–	93
2018 Q3	$242K	Buy	4,460 +2,272	+104%	+$124K	0.15%	87
2018 Q2	$244K	Sell	2,188 -2,246	-51%	-$123K	0.19%	68
2018 Q1	$243K	Buy	4,434 +8	+0.2%	+$440	0.18%	77
2017 Q4	$247K	Buy	4,426 +24	+0.5%	+$1.34K	0.18%	77
2017 Q3	$246K	Buy	4,402 +26	+0.6%	+$1.46K	0.19%	74
2017 Q2	$244K	Buy	4,376 +26	+0.6%	+$1.45K	0.18%	74
2017 Q1	$240K	Buy	4,350 +18	+0.4%	+$987	0.18%	74
2016 Q4	$236K	Buy	4,332 +34	+0.8%	+$1.88K	0.18%	76
2016 Q3	$245K	Buy	4,298 +24	+0.6%	+$1.38K	0.18%	74
2016 Q2	$246K	Buy	+4,274	New	+$243K	0.18%	74

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

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

MPPLM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Silver Lake Advisory's NYF Position: Q4 2018 in Review

Silver Lake Advisory sold out of iShares New York Muni Bond ETF (NYF) in Q4 2018, closing a stake of 4,460 shares — an estimated $242K sold.

Silver Lake Advisory first reported a position in NYF in Q2 2016 and held it in 10 quarters. The position peaked at $247K in Q4 2017. 67 funds tracked by Wall St. Rank hold NYF as of Q4 2018.

Silver Lake Advisory reported no remaining iShares New York Muni Bond ETF position as of Q4 2018 after selling out during the quarter.
Silver Lake Advisory sold 4,460 iShares New York Muni Bond ETF shares in Q4 2018, an estimated $242K.
Silver Lake Advisory first reported a position in iShares New York Muni Bond ETF in Q2 2016 and held it in 10 quarters.
Silver Lake Advisory's iShares New York Muni Bond ETF position peaked at $247K in Q4 2017.
67 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2018.

Based on Silver Lake Advisory's 13F filing for Q4 2018, filed 5 Feb 2019.