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

IBEX Wealth 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
Q4 		– Sell
-2,305
Closed -$39K – 346
2021
Q3 		$39K Buy
+2,305
New +$39.6K 0.01% 285

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IBEX Wealth Advisors's NUW Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2021, closing a stake of 2,305 shares — an estimated $39K sold.

IBEX Wealth Advisors first reported a position in NUW in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 48 funds tracked by Wall St. Rank hold NUW as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 2,305 Nuveen AMT-Free Municipal Value Fund shares in Q4 2021, an estimated $39K.
  • IBEX Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $39K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.