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

Herold 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
2022
Q2 		– Sell
-1,110
Closed -$16.4K – 514
2022
Q1 		$16.4K Buy
+1,110
New +$17.4K 0.01% 540
2021
Q4 		– Sell
-1,110
Closed -$18K – 498
2021
Q3 		$18K Buy
+1,110
New +$19K 0.01% 528

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Herold Advisors's NUW Position: Q2 2022 in Review

Herold Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2022, closing a stake of 1,110 shares — an estimated $16.4K sold.

Herold Advisors first reported a position in NUW in Q3 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 43 funds tracked by Wall St. Rank hold NUW as of Q2 2022.

  • Herold Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,110 Nuveen AMT-Free Municipal Value Fund shares in Q2 2022, an estimated $16.4K.
  • Herold Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $18K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.