SB
NXN

Strategic Blueprint’s Nuveen New York Tax-Free Income Portfolio NXN Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-1,202
Closed -$17K – 1016
2021
Q2 		$17K Buy
+1,202
New +$17K ﹤0.01% 853
2019
Q4 		– Sell
-1,202
Closed -$17K – 317
2019
Q3 		$17K Buy
+1,202
New +$16.7K 0.01% 250

Other funds holding NXN

TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Blueprint's NXN Position: Q3 2021 in Review

Strategic Blueprint sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q3 2021, closing a stake of 1,202 shares — an estimated $17K sold.

Strategic Blueprint first reported a position in NXN in Q3 2019 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 21 funds tracked by Wall St. Rank hold NXN as of Q3 2021.

  • Strategic Blueprint reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 1,202 Nuveen New York Tax-Free Income Portfolio shares in Q3 2021, an estimated $17K.
  • Strategic Blueprint first reported a position in Nuveen New York Tax-Free Income Portfolio in Q3 2019 and held it in 2 quarters.
  • Strategic Blueprint's Nuveen New York Tax-Free Income Portfolio position peaked at $17K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.