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

Creative Planning’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 Q1	–	Sell	-13,664	Closed	-$227K	–	2410
2021 Q4	$227K	Buy	+13,664	New	+$228K	﹤0.01%	1798
2021 Q2	–	Sell	-10,895	Closed	-$180K	–	2425
2021 Q1	$180K	Buy	+10,895	New	+$180K	﹤0.01%	2126
2017 Q3	–	Sell	-3,415	Closed	-$58K	–	3099
2017 Q2	$58K	Hold	3,415	–	–	﹤0.01%	2405
2017 Q1	$58K	Sell	3,415 -1,302	-28%	-$21.6K	﹤0.01%	2370
2016 Q4	$77K	Buy	4,717 +497	+12%	+$8.33K	﹤0.01%	2047
2016 Q3	$80K	Buy	4,220 +2,598	+160%	+$49K	﹤0.01%	1993
2016 Q2	$31K	Buy	1,622 +9	+0.6%	+$164	﹤0.01%	2470
2016 Q1	$29K	Buy	1,613 +831	+106%	+$14.7K	﹤0.01%	2488
2015 Q4	$14K	Buy	+782	New	+$13.5K	﹤0.01%	3074

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning's NUW Position: Q1 2022 in Review

Creative Planning sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2022, closing a stake of 13,664 shares — an estimated $227K sold.

Creative Planning first reported a position in NUW in Q4 2015 and held it in 9 quarters. The position peaked at $227K in Q4 2021. 46 funds tracked by Wall St. Rank hold NUW as of Q1 2022.

Creative Planning reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
Creative Planning sold 13,664 Nuveen AMT-Free Municipal Value Fund shares in Q1 2022, an estimated $227K.
Creative Planning first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2015 and held it in 9 quarters.
Creative Planning's Nuveen AMT-Free Municipal Value Fund position peaked at $227K in Q4 2021.
46 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.