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Doliver Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Doliver Advisors’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
2017
Q1 		– Sell
-17,832
Closed -$290K – 264
2016
Q4 		$290K Buy
+17,832
New +$299K 0.25% 135

Other funds holding NUW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Doliver Advisors's NUW Position: Q1 2017 in Review

Doliver Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2017, closing a stake of 17,832 shares — an estimated $290K sold.

Doliver Advisors first reported a position in NUW in Q4 2016 and held it in 1 quarter. The position peaked at $290K in Q4 2016. 23 funds tracked by Wall St. Rank hold NUW as of Q1 2017.

  • Doliver Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2017 after selling out during the quarter.
  • Doliver Advisors sold 17,832 Nuveen AMT-Free Municipal Value Fund shares in Q1 2017, an estimated $290K.
  • Doliver Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2016 and held it in 1 quarter.
  • Doliver Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $290K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2017.

Based on Doliver Advisors's 13F filing for Q1 2017, filed 9 May 2017.