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United Asset Strategies’s Nuveen New York AMT-Free Quality Municipal Income Fund NRK Stock Holding History

United Asset Strategies’s Portfolio NRK Stock Details NRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-26,966
Closed -$331K – 116
2013
Q4 		$331K Sell
26,966
-2,688
-9% -$32.3K 0.23% 76
2013
Q3 		$363K Buy
29,654
+1,274
+4% +$15.7K 0.23% 75
2013
Q2 		$377K Buy
+28,380
New +$399K 0.25% 77

Other funds holding NRK

6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Asset Strategies's NRK Position: Q1 2014 in Review

United Asset Strategies sold out of Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) in Q1 2014, closing a stake of 26,966 shares — an estimated $331K sold.

United Asset Strategies first reported a position in NRK in Q2 2013 and held it in 3 quarters. The position peaked at $377K in Q2 2013. 60 funds tracked by Wall St. Rank hold NRK as of Q1 2014.

  • United Asset Strategies reported no remaining Nuveen New York AMT-Free Quality Municipal Income Fund position as of Q1 2014 after selling out during the quarter.
  • United Asset Strategies sold 26,966 Nuveen New York AMT-Free Quality Municipal Income Fund shares in Q1 2014, an estimated $331K.
  • United Asset Strategies first reported a position in Nuveen New York AMT-Free Quality Municipal Income Fund in Q2 2013 and held it in 3 quarters.
  • United Asset Strategies's Nuveen New York AMT-Free Quality Municipal Income Fund position peaked at $377K in Q2 2013.
  • 60 funds tracked by Wall St. Rank held Nuveen New York AMT-Free Quality Municipal Income Fund as of Q1 2014.

Based on United Asset Strategies's 13F filing for Q1 2014, filed 13 May 2014.