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Empirical Wealth Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Empirical Wealth Management’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
2023
Q2 		– Sell
-12,800
Closed -$176K – 494
2023
Q1 		$176K Buy
+12,800
New +$179K 0.01% 451

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Wealth Management's NUW Position: Q2 2023 in Review

Empirical Wealth Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2023, closing a stake of 12,800 shares — an estimated $176K sold.

Empirical Wealth Management first reported a position in NUW in Q1 2023 and held it in 1 quarter. The position peaked at $176K in Q1 2023. 43 funds tracked by Wall St. Rank hold NUW as of Q2 2023.

  • Empirical Wealth Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 12,800 Nuveen AMT-Free Municipal Value Fund shares in Q2 2023, an estimated $176K.
  • Empirical Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2023 and held it in 1 quarter.
  • Empirical Wealth Management's Nuveen AMT-Free Municipal Value Fund position peaked at $176K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2023.

Based on Empirical Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.