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

UBS’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
2014 Q3	$116K	Hold	8,653	–	–	﹤0.01%	5814
2014 Q2	$117K	Sell	8,653 -1,992	-19%	-$27.2K	﹤0.01%	5754
2014 Q1	$143K	Buy	10,645 +4,779	+81%	+$64.3K	﹤0.01%	5567
2013 Q4	$79K	Sell	5,866 -926	-14%	-$12K	﹤0.01%	6367
2013 Q3	$89K	Buy	6,792 +2,016	+42%	+$25.9K	﹤0.01%	6145
2013 Q2	$65K	Buy	+4,776	New	+$68.3K	﹤0.01%	6407

Other funds holding NXN

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

UBS's NXN Position: Q3 2014 in Review

UBS held its Nuveen New York Tax-Free Income Portfolio (NXN) position steady in Q3 2014 at 8,653 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #5814.

UBS first reported a position in NXN in Q2 2013 and has held it in 6 quarters since. The position peaked at $143K in Q1 2014. 10 funds tracked by Wall St. Rank hold NXN as of Q3 2014.

UBS held 8,653 shares of Nuveen New York Tax-Free Income Portfolio worth $116K as of Q3 2014.
UBS left its Nuveen New York Tax-Free Income Portfolio share count unchanged in Q3 2014.
Nuveen New York Tax-Free Income Portfolio made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5814 holding.
UBS first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2013 and has held it in 6 quarters since.
UBS's Nuveen New York Tax-Free Income Portfolio position peaked at $143K in Q1 2014.
10 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.