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

Coldstream 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
2025
Q2 		– Sell
-115
Closed -$1.58K – 2576
2025
Q1 		$1.58K Buy
+115
New +$1.59K ﹤0.01% 3071

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coldstream Capital Management's NUW Position: Q2 2025 in Review

Coldstream Capital Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2025, closing a stake of 115 shares — an estimated $1.58K sold.

Coldstream Capital Management first reported a position in NUW in Q1 2025 and held it in 1 quarter. The position peaked at $1.58K in Q1 2025. 59 funds tracked by Wall St. Rank hold NUW as of Q2 2025.

  • Coldstream Capital Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 115 Nuveen AMT-Free Municipal Value Fund shares in Q2 2025, an estimated $1.58K.
  • Coldstream Capital Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Nuveen AMT-Free Municipal Value Fund position peaked at $1.58K in Q1 2025.
  • 59 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.