Hochman Cole Investment Advisors’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Hochman Cole Investment 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
2021 Q3	$330K	Sell	19,326 -30,154	-61%	-$517K	0.13%	98
2021 Q2	$855K	Sell	49,480 -5,405	-10%	-$91K	0.34%	55
2021 Q1	$905K	Sell	54,885 -10,014	-15%	-$165K	0.38%	47
2020 Q4	$1.07M	Buy	64,899 +4,236	+7%	+$68.3K	0.46%	40
2020 Q3	$969K	Buy	60,663 +12,048	+25%	+$193K	0.48%	42
2020 Q2	$761K	Buy	48,615 +24,285	+100%	+$365K	0.42%	46
2020 Q1	$381K	Buy	+24,330	New	+$391K	0.26%	66
2019 Q4	–	Sell	-12,427	Closed	-$206K	–	114
2019 Q3	$206K	Sell	12,427 -20,586	-62%	-$357K	0.13%	107
2019 Q2	$557K	Sell	33,013 -4,526	-12%	-$74.6K	0.33%	61
2019 Q1	$599K	Sell	37,539 -1,874	-5%	-$29.5K	0.36%	56
2018 Q4	$582K	Buy	39,413 +11,290	+40%	+$166K	0.4%	54
2018 Q3	$415K	Buy	+28,123	New	+$429K	0.26%	62

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Hochman Cole Investment Advisors's NUW Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Nuveen AMT-Free Municipal Value Fund (NUW) stake by 61% in Q3 2021, selling an estimated $517K and leaving 19,326 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #98.

Hochman Cole Investment Advisors first reported a position in NUW in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2020. 50 funds tracked by Wall St. Rank hold NUW as of Q3 2021.

Hochman Cole Investment Advisors held 19,326 shares of Nuveen AMT-Free Municipal Value Fund worth $330K as of Q3 2021.
Hochman Cole Investment Advisors sold 30,154 Nuveen AMT-Free Municipal Value Fund shares in Q3 2021, an estimated $517K.
Nuveen AMT-Free Municipal Value Fund made up 0.13% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #98 holding.
Hochman Cole Investment Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2018 and has held it in 12 quarters since.
Hochman Cole Investment Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $1.07M in Q4 2020.
50 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.