Curi RMB Capital’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Curi RMB Capital’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
2018 Q4	–	Sell	-25,287	Closed	-$373K	–	964
2018 Q3	$373K	Buy	+25,287	New	+$386K	0.01%	684
2016 Q2	–	Sell	-16,244	Closed	-$292K	–	489
2016 Q1	$292K	Buy	+16,244	New	+$288K	0.02%	312
2015 Q3	–	Sell	-26,327	Closed	-$425K	–	501
2015 Q2	$425K	Buy	+26,327	New	+$446K	0.03%	307

Other funds holding NUW

1CP

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Curi RMB Capital's NUW Position: Q4 2018 in Review

Curi RMB Capital sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2018, closing a stake of 25,287 shares — an estimated $373K sold.

Curi RMB Capital first reported a position in NUW in Q2 2015 and held it in 3 quarters. The position peaked at $425K in Q2 2015. 32 funds tracked by Wall St. Rank hold NUW as of Q4 2018.

Curi RMB Capital reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
Curi RMB Capital sold 25,287 Nuveen AMT-Free Municipal Value Fund shares in Q4 2018, an estimated $373K.
Curi RMB Capital first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2015 and held it in 3 quarters.
Curi RMB Capital's Nuveen AMT-Free Municipal Value Fund position peaked at $425K in Q2 2015.
32 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2018.

Based on Curi RMB Capital's 13F filing for Q4 2018, filed 13 Feb 2019.