SPIA
NXN

Steward Partners Investment Advisory’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Steward Partners Investment Advisory’s Portfolio NXN Stock Details NXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-375
Closed -$5.44K – 7305
2021
Q1 		$5.44K Buy
+375
New +$5.27K ﹤0.01% 2990

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APWM
Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's NXN Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q2 2021, closing a stake of 375 shares — an estimated $5.44K sold.

Steward Partners Investment Advisory first reported a position in NXN in Q1 2021 and held it in 1 quarter. The position peaked at $5.44K in Q1 2021. 19 funds tracked by Wall St. Rank hold NXN as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 375 Nuveen New York Tax-Free Income Portfolio shares in Q2 2021, an estimated $5.44K.
  • Steward Partners Investment Advisory first reported a position in Nuveen New York Tax-Free Income Portfolio in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Nuveen New York Tax-Free Income Portfolio position peaked at $5.44K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.