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Whalerock Point Partners’s iShares New York Muni Bond ETF NYF Stock Holding History

Whalerock Point Partners’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,440
Closed -$246K – 147
2014
Q3 		$246K Buy
+4,440
New +$245K 0.11% 126

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Whalerock Point Partners's NYF Position: Q4 2014 in Review

Whalerock Point Partners sold out of iShares New York Muni Bond ETF (NYF) in Q4 2014, closing a stake of 4,440 shares — an estimated $246K sold.

Whalerock Point Partners first reported a position in NYF in Q3 2014 and held it in 1 quarter. The position peaked at $246K in Q3 2014. 37 funds tracked by Wall St. Rank hold NYF as of Q4 2014.

  • Whalerock Point Partners reported no remaining iShares New York Muni Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Whalerock Point Partners sold 4,440 iShares New York Muni Bond ETF shares in Q4 2014, an estimated $246K.
  • Whalerock Point Partners first reported a position in iShares New York Muni Bond ETF in Q3 2014 and held it in 1 quarter.
  • Whalerock Point Partners's iShares New York Muni Bond ETF position peaked at $246K in Q3 2014.
  • 37 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q4 2014.

Based on Whalerock Point Partners's 13F filing for Q4 2014, filed 24 Feb 2015.