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

Altus Wealth 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
2021
Q1 		– Sell
-4,705
Closed -$77K – 578
2020
Q4 		$77K Buy
+4,705
New +$75.9K 0.07% 159

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Altus Wealth Group's NUW Position: Q1 2021 in Review

Altus Wealth Group sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2021, closing a stake of 4,705 shares — an estimated $77K sold.

Altus Wealth Group first reported a position in NUW in Q4 2020 and held it in 1 quarter. The position peaked at $77K in Q4 2020. 51 funds tracked by Wall St. Rank hold NUW as of Q1 2021.

  • Altus Wealth Group reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 4,705 Nuveen AMT-Free Municipal Value Fund shares in Q1 2021, an estimated $77K.
  • Altus Wealth Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Nuveen AMT-Free Municipal Value Fund position peaked at $77K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.