CPC
NUW icon

Consolidated Planning Corp’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-122
Closed -$2K – 327
2021
Q3 		$2K Buy
+122
New +$2.09K ﹤0.01% 412

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Consolidated Planning Corp's NUW Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2021, closing a stake of 122 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in NUW in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 48 funds tracked by Wall St. Rank hold NUW as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 122 Nuveen AMT-Free Municipal Value Fund shares in Q4 2021, an estimated $2K.
  • Consolidated Planning Corp first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Nuveen AMT-Free Municipal Value Fund position peaked at $2K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.