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Duncker Streett & Co’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Duncker Streett & Co’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
2014
Q1 		– Sell
-294
Closed -$4K – 584
2013
Q4 		$4K Buy
+294
New +$4.41K ﹤0.01% 535

Other funds holding NUW

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Duncker Streett & Co's NUW Position: Q1 2014 in Review

Duncker Streett & Co sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2014, closing a stake of 294 shares — an estimated $4K sold.

Duncker Streett & Co first reported a position in NUW in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 21 funds tracked by Wall St. Rank hold NUW as of Q1 2014.

  • Duncker Streett & Co reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2014 after selling out during the quarter.
  • Duncker Streett & Co sold 294 Nuveen AMT-Free Municipal Value Fund shares in Q1 2014, an estimated $4K.
  • Duncker Streett & Co first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2013 and held it in 1 quarter.
  • Duncker Streett & Co's Nuveen AMT-Free Municipal Value Fund position peaked at $4K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2014.

Based on Duncker Streett & Co's 13F filing for Q1 2014, filed 23 Apr 2014.