Lenox Wealth Advisors »

Nuveen NY Municipal Value shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of Nuveen NY Municipal Value (NNY) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors investment in Nuveen NY Municipal Value

Tip: Access up to 7 years of quarterly data

All positions including Nuveen NY Municipal Value held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Nuveen NY Municipal Value by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $283k 31k 9.13
2021-12-31 $306k 31k 9.87
2021-09-30 $311k 31k 10.03
2021-06-30 $312k 31k 10.06

More positions owned by Lenox Wealth Advisors

iShares S&P MidCap 400 Index (IJH)
Ishares Inc ctr wld minvl (ACWV)
Spdr S&p 500 Etf (SPY)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
SPDR DJ Wilshire Large Cap (SPLG)
Proshares Tr S&p 500 Aristo (NOBL)
WisdomTree DEFA Equity Income Fund (DTH)
iShares MSCI EAFE Index Fund (EFA)
J P Morgan Exchange Traded F div rtn int eq (JPIN)
Vanguard Total World Stock Idx (VT)
Flexshares Tr intl qltdv idx (IQDF)
Schwab Strategic Tr us lrg cap etf (SCHX)
Flexshares Tr qualt divd idx (QDF)
SPDR DJ Wilshire Mid Cap (SPMD)
Apple (AAPL)

View all positions for Lenox Wealth Advisors

Top funds holding Nuveen NY Municipal Value

Tortoise Investment Management
1607 Capital Partners
UBS Group
Guggenheim Capital, LLC Managers
Morgan Stanley
Hennion & Walsh Asset Management
Rivernorth Capital Management
Penbrook Managment
Breakwater Capital Group
Wolverine Asset Management
Wells Fargo & Company
Raymond James & Associates
LPL Financial
Landscape Capital Management
Stifel Financial

View all funds holding Nuveen NY Municipal Value