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

Evercore 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
2016
Q3 		– Sell
-300
Closed -$6K – 1047
2016
Q2 		$6K Buy
+300
New +$5.46K ﹤0.01% 905

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evercore Wealth Management's NUW Position: Q3 2016 in Review

Evercore Wealth Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2016, closing a stake of 300 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in NUW in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 25 funds tracked by Wall St. Rank hold NUW as of Q3 2016.

  • Evercore Wealth Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 300 Nuveen AMT-Free Municipal Value Fund shares in Q3 2016, an estimated $6K.
  • Evercore Wealth Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Nuveen AMT-Free Municipal Value Fund position peaked at $6K in Q2 2016.
  • 25 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.