Advisor Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Advisor Group’s Portfolio NUW Stock Details NUW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$193K	Buy	11,899 +10,849	+1,033%	+$181K	﹤0.01%	2421
2019 Q3	$17K	Hold	1,050	–	–	﹤0.01%	4067
2019 Q2	$18K	Buy	+1,050	New	+$17.3K	﹤0.01%	4036
2018 Q1	–	Sell	-1,650	Closed	-$28K	–	5024
2017 Q4	$28K	Hold	1,650	–	–	﹤0.01%	3487
2017 Q3	$29K	Hold	1,650	–	–	﹤0.01%	3343
2017 Q2	$28K	Hold	1,650	–	–	﹤0.01%	3264
2017 Q1	$28K	Hold	1,650	–	–	﹤0.01%	3129
2016 Q4	$27K	Hold	1,650	–	–	﹤0.01%	3041
2016 Q3	$31K	Hold	1,650	–	–	﹤0.01%	2875
2016 Q2	$31K	Buy	+1,650	New	+$30K	﹤0.01%	2763

Other funds holding NUW

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Advisor Group's NUW Position: Q4 2019 in Review

Advisor Group increased its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 1,033% in Q4 2019, buying an estimated $181K and bringing the position to 11,899 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

Advisor Group first reported a position in NUW in Q2 2016 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold NUW as of Q4 2019.

Advisor Group held 11,899 shares of Nuveen AMT-Free Municipal Value Fund worth $193K as of Q4 2019.
Advisor Group bought 10,849 Nuveen AMT-Free Municipal Value Fund shares in Q4 2019, an estimated $181K.
Nuveen AMT-Free Municipal Value Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2421 holding.
Advisor Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2016 and has held it in 10 quarters since.
34 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.