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Steinberg Global Asset Management’s iShares New York Muni Bond ETF NYF Stock Holding History

Steinberg Global Asset Management’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
2013
Q4 		– Sell
-4,760
Closed -$247K – 225
2013
Q3 		$247K Hold
4,760
– – 0.05% 183
2013
Q2 		$248K Buy
+4,760
New +$262K 0.06% 178

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Royal Bank of Canada
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AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AF
Arrow Financial Glens Falls, New York $994M AUM 17.21% 1-Year Est. Return
LG
Laidlaw Group Bedford Hills, New York $210M AUM 6.2% 1-Year Est. Return

Steinberg Global Asset Management's NYF Position: Q4 2013 in Review

Steinberg Global Asset Management sold out of iShares New York Muni Bond ETF (NYF) in Q4 2013, closing a stake of 4,760 shares — an estimated $247K sold.

Steinberg Global Asset Management first reported a position in NYF in Q2 2013 and held it in 2 quarters. The position peaked at $248K in Q2 2013. 26 funds tracked by Wall St. Rank hold NYF as of Q4 2013.

  • Steinberg Global Asset Management reported no remaining iShares New York Muni Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Steinberg Global Asset Management sold 4,760 iShares New York Muni Bond ETF shares in Q4 2013, an estimated $247K.
  • Steinberg Global Asset Management first reported a position in iShares New York Muni Bond ETF in Q2 2013 and held it in 2 quarters.
  • Steinberg Global Asset Management's iShares New York Muni Bond ETF position peaked at $248K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2013.

Based on Steinberg Global Asset Management's 13F filing for Q4 2013, filed 10 Jan 2014.