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BerganKDV Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

BerganKDV Wealth Management’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
2022
Q4 		– Sell
-1,533
Closed -$20K – 1090
2022
Q3 		$20K Buy
+1,533
New +$21.6K ﹤0.01% 490

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BerganKDV Wealth Management's NUW Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2022, closing a stake of 1,533 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in NUW in Q3 2022 and held it in 1 quarter. The position peaked at $20K in Q3 2022. 47 funds tracked by Wall St. Rank hold NUW as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,533 Nuveen AMT-Free Municipal Value Fund shares in Q4 2022, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Nuveen AMT-Free Municipal Value Fund position peaked at $20K in Q3 2022.
  • 47 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.