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Ameritas Investment Company’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-3,660
Closed -$60.3K – 1620
2021
Q1 		$60.3K Buy
+3,660
New +$60.5K 0.01% 899
2020
Q2 		– Sell
-3,660
Closed -$57K – 1163
2020
Q1 		$57K Buy
+3,660
New +$58.9K 0.01% 654
2019
Q4 		– Sell
-3,660
Closed -$61K – 1275
2019
Q3 		$61K Buy
+3,660
New +$63.5K 0.01% 611

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameritas Investment Company's NUW Position: Q2 2021 in Review

Ameritas Investment Company sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2021, closing a stake of 3,660 shares — an estimated $60.3K sold.

Ameritas Investment Company first reported a position in NUW in Q3 2019 and held it in 3 quarters. The position peaked at $61K in Q3 2019. 50 funds tracked by Wall St. Rank hold NUW as of Q2 2021.

  • Ameritas Investment Company reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 3,660 Nuveen AMT-Free Municipal Value Fund shares in Q2 2021, an estimated $60.3K.
  • Ameritas Investment Company first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2019 and held it in 3 quarters.
  • Ameritas Investment Company's Nuveen AMT-Free Municipal Value Fund position peaked at $61K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.