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Institutional & Family Asset Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Institutional & Family Asset 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
2018
Q4 		– Sell
-3,137
Closed -$46K – 863
2018
Q3 		$46K Buy
3,137
+34
+1% +$519 0.01% 355
2018
Q2 		$48K Buy
3,103
+35
+1% +$550 0.01% 353
2018
Q1 		$49K Buy
+3,068
New +$50.2K 0.01% 327

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institutional & Family Asset Management's NUW Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2018, closing a stake of 3,137 shares — an estimated $46K sold.

Institutional & Family Asset Management first reported a position in NUW in Q1 2018 and held it in 3 quarters. The position peaked at $49K in Q1 2018. 32 funds tracked by Wall St. Rank hold NUW as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3,137 Nuveen AMT-Free Municipal Value Fund shares in Q4 2018, an estimated $46K.
  • Institutional & Family Asset Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Nuveen AMT-Free Municipal Value Fund position peaked at $49K in Q1 2018.
  • 32 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.