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Johnson Financial Group Inc (Wisconsin)’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2024
Q4 		– Sell
-10,400
Closed -$148K – 947
2024
Q3 		$148K Hold
10,400
– – 0.01% 391
2024
Q2 		$145K Buy
+10,400
New +$141K 0.01% 344
2023
Q3 		– Sell
-10,400
Closed -$143K – 682
2023
Q2 		$143K Hold
10,400
– – 0.01% 298
2023
Q1 		$144K Hold
10,400
– – 0.01% 299
2022
Q4 		$142K Sell
10,400
-450
-4% -$6.04K 0.01% 273
2022
Q3 		$143K Hold
10,850
– – 0.01% 270
2022
Q2 		$154K Hold
10,850
– – 0.01% 270
2022
Q1 		$160K Hold
10,850
– – 0.01% 287
2021
Q4 		$180K Hold
10,850
– – 0.01% 284
2021
Q3 		$185K Hold
10,850
– – 0.01% 268
2021
Q2 		$187K Hold
10,850
– – 0.01% 278
2021
Q1 		$179K Hold
10,850
– – 0.01% 272
2020
Q4 		$178K Hold
10,850
– – 0.02% 216
2020
Q3 		$173K Hold
10,850
– – 0.02% 199
2020
Q2 		$170K Hold
10,850
– – 0.02% 190
2020
Q1 		$170K Hold
10,850
– – 0.02% 202
2019
Q4 		$176K Hold
10,850
– – 0.02% 217
2019
Q3 		$180K Hold
10,850
– – 0.02% 231
2019
Q2 		$183K Hold
10,850
– – 0.02% 233
2019
Q1 		$173K Hold
10,850
– – 0.02% 225
2018
Q4 		$160K Hold
10,850
– – 0.02% 227
2018
Q3 		$160K Hold
10,850
– – 0.02% 234
2018
Q2 		$169K Hold
10,850
– – 0.02% 228
2018
Q1 		$173K Hold
10,850
– – 0.02% 232
2017
Q4 		$187K Buy
+10,850
New +$189K 0.02% 241

Other funds holding NUW

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s NUW Position: Q4 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2024, closing a stake of 10,400 shares — an estimated $148K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in NUW in Q4 2017 and held it in 25 quarters. The position peaked at $187K in Q2 2021. 60 funds tracked by Wall St. Rank hold NUW as of Q4 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 10,400 Nuveen AMT-Free Municipal Value Fund shares in Q4 2024, an estimated $148K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2017 and held it in 25 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Nuveen AMT-Free Municipal Value Fund position peaked at $187K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2024, filed 14 Feb 2025.