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Nuveen New York Tax-Free Income Portfolio
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Overview Fund Activity

17 hedge funds and large institutions have $5.52M invested in Nuveen New York Tax-Free Income Portfolio in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APWM
1
Atlas Private Wealth Management
New York
$151K
2
Morgan Stanley
2
Morgan Stanley
New York
$618K
3
TIM
3
Tortoise Investment Management
New York
$2.5M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$440K
5
Bank of America
5
Bank of America
North Carolina
$39K

Top Sellers

1
RVPG
1
Relative Value Partners Group
$809K
2
UBS Group
2
UBS Group
Switzerland
$103K
3
SB
3
Strategic Blueprint
Georgia
$0
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
FIA
5
FNY Investment Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Tortoise Investment Management
New York
$2.5M 176,345 +1,473 +0.8%
RVPG
2
Relative Value Partners Group
$809K 57,149 -5,268 -8%
Morgan Stanley
3
Morgan Stanley
New York
$618K 43,694 +2,203 +5%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$440K 31,086 +599 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$213K 15,085 – –
NA
6
NewEdge Advisors
Louisiana
$171K 12,126 – –
APWM
7
Atlas Private Wealth Management
New York
$151K 10,677 +10,677 New
Stifel Financial
8
Stifel Financial
Missouri
$142K 10,000 – –
BFEC
9
Benjamin F. Edwards & Company
Missouri
$106K 7,500 – –
UBS Group
10
UBS Group
Switzerland
$103K 7,237 -1,355 -16%
NFG
11
Next Financial Group
Texas
$88K 6,221 – –
Bank of America
12
Bank of America
North Carolina
$39K 2,739 +30 +1%
APA
13
American Portfolios Advisors
New York
$38.6K 2,724 – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35K 2,500 – –
Wells Fargo
15
Wells Fargo
California
$30K 2,150 – –
GRP
16
Global Retirement Partners
California
$27K 1,903 – –
Citigroup
17
Citigroup
New York
$17K 1,200 – –
SB
18
Strategic Blueprint
Georgia
– – -1,202 Closed
WAM
19
Wolverine Asset Management
Illinois
– – -388 Closed
FIA
20
FNY Investment Advisers
New York
– – -86 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –