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Boenning & Scattergood’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Boenning & Scattergood’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
-23,300
Closed -$372K – 345
2020
Q3 		$372K Buy
+23,300
New +$373K 0.09% 221

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HCIA
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WAM
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Royal Bank of Canada
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Boenning & Scattergood's NUW Position: Q4 2020 in Review

Boenning & Scattergood sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2020, closing a stake of 23,300 shares — an estimated $372K sold.

Boenning & Scattergood first reported a position in NUW in Q3 2020 and held it in 1 quarter. The position peaked at $372K in Q3 2020. 36 funds tracked by Wall St. Rank hold NUW as of Q4 2020.

  • Boenning & Scattergood reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
  • Boenning & Scattergood sold 23,300 Nuveen AMT-Free Municipal Value Fund shares in Q4 2020, an estimated $372K.
  • Boenning & Scattergood first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2020 and held it in 1 quarter.
  • Boenning & Scattergood's Nuveen AMT-Free Municipal Value Fund position peaked at $372K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2020.

Based on Boenning & Scattergood's 13F filing for Q4 2020, filed 20 Jan 2021.