W
INY

Wealthfront’s SPDR NUVEEN BARCLAYS N Y MUN BD ETF INY Stock Holding History

Wealthfront’s Portfolio INY Stock Details INY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1
Closed – – 1400
2015
Q3 		$0 Buy
+1
New +$23 ﹤0.01% 1617

Other funds holding INY

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ERIM
Eagle Ridge Investment Management Stamford, Connecticut $1.15B AUM 18.44% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthfront's INY Position: Q4 2015 in Review

Wealthfront sold out of SPDR NUVEEN BARCLAYS N Y MUN BD ETF (INY) in Q4 2015, closing a stake of 1 share.

Wealthfront first reported a position in INY in Q3 2015 and held it in 1 quarter. The position peaked at $0 in Q3 2015. 16 funds tracked by Wall St. Rank hold INY as of Q4 2015.

  • Wealthfront reported no remaining SPDR NUVEEN BARCLAYS N Y MUN BD ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1 SPDR NUVEEN BARCLAYS N Y MUN BD ETF share in Q4 2015.
  • Wealthfront first reported a position in SPDR NUVEEN BARCLAYS N Y MUN BD ETF in Q3 2015 and held it in 1 quarter.
  • Wealthfront's SPDR NUVEEN BARCLAYS N Y MUN BD ETF position peaked at $0 in Q3 2015.
  • 16 funds tracked by Wall St. Rank held SPDR NUVEEN BARCLAYS N Y MUN BD ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.