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

Elequin 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
2024
Q1 		– Sell
-9,428
Closed -$129K – 409
2023
Q4 		$129K Buy
+9,428
New +$124K 0.04% 159

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KIM
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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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elequin Capital's NUW Position: Q1 2024 in Review

Elequin Capital sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2024, closing a stake of 9,428 shares — an estimated $129K sold.

Elequin Capital first reported a position in NUW in Q4 2023 and held it in 1 quarter. The position peaked at $129K in Q4 2023. 47 funds tracked by Wall St. Rank hold NUW as of Q1 2024.

  • Elequin Capital reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2024 after selling out during the quarter.
  • Elequin Capital sold 9,428 Nuveen AMT-Free Municipal Value Fund shares in Q1 2024, an estimated $129K.
  • Elequin Capital first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2023 and held it in 1 quarter.
  • Elequin Capital's Nuveen AMT-Free Municipal Value Fund position peaked at $129K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2024.

Based on Elequin Capital's 13F filing for Q1 2024, filed 15 May 2024.