Nuveen New York Tax-Free Income Portfolio
NXN was delisted on the 9th of January, 2026.
10 hedge funds and large institutions have $2.56M invested in Nuveen New York Tax-Free Income Portfolio in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.22% less ownership
Funds ownership: 5.09% → 4.87% (-0.22%)
4% less capital invested
Capital invested by funds: $2.67M → $2.56M (-$107K)
Top Buyers
| 1 |
U
UBS
Zurich,
Switzerland
|
+$64.3K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$29.3K |
| 3 |
Citigroup
New York
|
+$22.1K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$121 |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$225K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.73K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$5K |
| 4 |
Morgan Stanley
New York
|
-$2.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.02M | -$2.01K | -149 | -0.2% |
|
|
2
Invesco
Atlanta,
Georgia
| $488K | -$225K | -16,712 | -31% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $363K | -$6.73K | -500 | -2% |
|
|
TIM
4
Tortoise Investment Management
White Plains,
New York
| $330K | – | – | – |
|
|
5
Wells Fargo
San Francisco,
California
| $145K | +$29.3K | +2,174 | +25% |
|
|
U
6
UBS
Zurich,
Switzerland
| $143K | +$64.3K | +4,779 | +81% |
|
|
7
Citigroup
New York
| $35K | +$22.1K | +1,644 | +171% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | – | – | – |
|
|
WA
9
WFG Advisors
Dallas,
Texas
| $15K | +$121 | +9 | +0.8% |
|
|
BRWM
10
B. Riley Wealth Management
Memphis,
Tennessee
| $5K | +$5.39K | +400 | New |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$5K | -400 | Closed |
|
NXN Hedge Fund Activity: Q1 2014 in Review
10 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nuveen New York Tax-Free Income Portfolio (NXN) for Q1 2014, worth a combined $2.56M — down 4% from $2.67M a quarter earlier.
Fund positioning in NXN was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $64.3K. The largest seller was Invesco, cutting an estimated $225K.
- 10 institutional investors held Nuveen New York Tax-Free Income Portfolio (NXN) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $2.56M of Nuveen New York Tax-Free Income Portfolio stock for Q1 2014, down 4% quarter-over-quarter.
- 1 fund opened new Nuveen New York Tax-Free Income Portfolio positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest Nuveen New York Tax-Free Income Portfolio buyer in Q1 2014 was UBS, an estimated $64.3K added.
- The largest Nuveen New York Tax-Free Income Portfolio seller in Q1 2014 was Invesco, an estimated $225K sold.
Based on aggregated 13F filings for Q1 2014.