Squar Milner Financial Services’s Nuveen New York Municipal Value Fund NNY Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-2,000	Closed	-$18K	–	525
2020 Q1	$18K	Hold	2,000	–	–	0.01%	484
2019 Q4	$20K	Buy	+2,000	New	+$20.7K	0.01%	523
2019 Q3	–	Sell	-2,000	Closed	-$20K	–	539
2019 Q2	$20K	Hold	2,000	–	–	0.01%	459
2019 Q1	$20K	Hold	2,000	–	–	0.01%	428
2018 Q4	$19K	Hold	2,000	–	–	0.02%	398
2018 Q3	$19K	Hold	2,000	–	–	0.02%	418
2018 Q2	$18K	Buy	+2,000	New	+$18.4K	0.02%	499

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Squar Milner Financial Services's NNY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Nuveen New York Municipal Value Fund (NNY) in Q2 2020, closing a stake of 2,000 shares — an estimated $18K sold.

Squar Milner Financial Services first reported a position in NNY in Q2 2018 and held it in 7 quarters. The position peaked at $20K in Q4 2019. 24 funds tracked by Wall St. Rank hold NNY as of Q2 2020.

Squar Milner Financial Services reported no remaining Nuveen New York Municipal Value Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,000 Nuveen New York Municipal Value Fund shares in Q2 2020, an estimated $18K.
Squar Milner Financial Services first reported a position in Nuveen New York Municipal Value Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Nuveen New York Municipal Value Fund position peaked at $20K in Q4 2019.
24 funds tracked by Wall St. Rank held Nuveen New York Municipal Value Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.