WA
NXN

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

WFG Advisors’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
Q4 		– Sell
-771
Closed -$10K – 2195
2014
Q3 		$10K Buy
771
+8
+1% +$108 ﹤0.01% 1497
2014
Q2 		$10K Sell
763
-365
-32% -$4.98K ﹤0.01% 1488
2014
Q1 		$15K Buy
1,128
+9
+0.8% +$121 ﹤0.01% 1358
2013
Q4 		$15K Buy
1,119
+18
+2% +$233 ﹤0.01% 1457
2013
Q3 		$14K Buy
1,101
+410
+59% +$5.28K ﹤0.01% 1401
2013
Q2 		$9K Buy
+691
New +$9.88K ﹤0.01% 1491

Other funds holding NXN

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WFG Advisors's NXN Position: Q4 2014 in Review

WFG Advisors sold out of Nuveen New York Tax-Free Income Portfolio (NXN) in Q4 2014, closing a stake of 771 shares — an estimated $10K sold.

WFG Advisors first reported a position in NXN in Q2 2013 and held it in 6 quarters. The position peaked at $15K in Q1 2014. 8 funds tracked by Wall St. Rank hold NXN as of Q4 2014.

  • WFG Advisors reported no remaining Nuveen New York Tax-Free Income Portfolio position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 771 Nuveen New York Tax-Free Income Portfolio shares in Q4 2014, an estimated $10K.
  • WFG Advisors first reported a position in Nuveen New York Tax-Free Income Portfolio in Q2 2013 and held it in 6 quarters.
  • WFG Advisors's Nuveen New York Tax-Free Income Portfolio position peaked at $15K in Q1 2014.
  • 8 funds tracked by Wall St. Rank held Nuveen New York Tax-Free Income Portfolio as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.