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Blume Capital Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Blume Capital 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
2017
Q4 		– Sell
-1,592
Closed -$28K – 239
2017
Q3 		$28K Buy
+1,592
New +$27.5K 0.01% 157

Other funds holding NUW

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Blume Capital Management's NUW Position: Q4 2017 in Review

Blume Capital Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2017, closing a stake of 1,592 shares — an estimated $28K sold.

Blume Capital Management first reported a position in NUW in Q3 2017 and held it in 1 quarter. The position peaked at $28K in Q3 2017. 27 funds tracked by Wall St. Rank hold NUW as of Q4 2017.

  • Blume Capital Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2017 after selling out during the quarter.
  • Blume Capital Management sold 1,592 Nuveen AMT-Free Municipal Value Fund shares in Q4 2017, an estimated $28K.
  • Blume Capital Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2017 and held it in 1 quarter.
  • Blume Capital Management's Nuveen AMT-Free Municipal Value Fund position peaked at $28K in Q3 2017.
  • 27 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2017.

Based on Blume Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.