Advisornet Financial’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Advisornet Financial’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
2020 Q1	–	Sell	-238	Closed	-$4K	–	1888
2019 Q4	$4K	Sell	238 -150	-39%	-$2.5K	﹤0.01%	1595
2019 Q3	$6K	Hold	388	–	–	﹤0.01%	1508
2019 Q2	$7K	Hold	388	–	–	﹤0.01%	1316
2019 Q1	$6K	Hold	388	–	–	﹤0.01%	1288
2018 Q4	$6K	Hold	388	–	–	﹤0.01%	1201
2018 Q3	$6K	Hold	388	–	–	﹤0.01%	1248
2018 Q2	$6K	Hold	388	–	–	﹤0.01%	1254
2018 Q1	$6K	Hold	388	–	–	﹤0.01%	1195
2017 Q4	$7K	Buy	+388	New	+$6.75K	﹤0.01%	1069

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

WAM

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

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisornet Financial's NUW Position: Q1 2020 in Review

Advisornet Financial sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2020, closing a stake of 238 shares — an estimated $4K sold.

Advisornet Financial first reported a position in NUW in Q4 2017 and held it in 9 quarters. The position peaked at $7K in Q2 2019. 36 funds tracked by Wall St. Rank hold NUW as of Q1 2020.

Advisornet Financial reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2020 after selling out during the quarter.
Advisornet Financial sold 238 Nuveen AMT-Free Municipal Value Fund shares in Q1 2020, an estimated $4K.
Advisornet Financial first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2017 and held it in 9 quarters.
Advisornet Financial's Nuveen AMT-Free Municipal Value Fund position peaked at $7K in Q2 2019.
36 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2020.

Based on Advisornet Financial's 13F filing for Q1 2020, filed 14 May 2020.