Advisory Services Network’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Advisory Services Network’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 Q4	–	Sell	-1,150	Closed	-$18K	–	3569
2020 Q3	$18K	Buy	+1,150	New	+$18.4K	﹤0.01%	2144
2020 Q2	–	Sell	-1,150	Closed	-$18K	–	2162
2020 Q1	$18K	Hold	1,150	–	–	﹤0.01%	1926
2019 Q4	$19K	Hold	1,150	–	–	﹤0.01%	2041
2019 Q3	$19K	Hold	1,150	–	–	﹤0.01%	1853
2019 Q2	$19K	Buy	+1,150	New	+$18.9K	﹤0.01%	1851
2016 Q3	$14K	Buy	+733	New	+$13.8K	﹤0.01%	1217

Other funds holding NUW

1CP

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

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

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

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

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

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 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

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

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

Advisory Services Network's NUW Position: Q4 2020 in Review

Advisory Services Network sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2020, closing a stake of 1,150 shares — an estimated $18K sold.

Advisory Services Network first reported a position in NUW in Q3 2016 and held it in 6 quarters. The position peaked at $19K in Q4 2019. 36 funds tracked by Wall St. Rank hold NUW as of Q4 2020.

Advisory Services Network reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 1,150 Nuveen AMT-Free Municipal Value Fund shares in Q4 2020, an estimated $18K.
Advisory Services Network first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2016 and held it in 6 quarters.
Advisory Services Network's Nuveen AMT-Free Municipal Value Fund position peaked at $19K in Q4 2019.
36 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.