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Lee Financial’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-28,871
Closed -$411K – 175
2025
Q3 		$411K Buy
+28,871
New +$398K 0.05% 124
2025
Q1 		– Sell
-28,871
Closed -$392K – 171
2024
Q4 		$392K Hold
28,871
– – 0.06% 128
2024
Q3 		$412K Buy
+28,871
New +$404K 0.06% 125

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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's NUW Position: Q4 2025 in Review

Lee Financial sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2025, closing a stake of 28,871 shares — an estimated $411K sold.

Lee Financial first reported a position in NUW in Q3 2024 and held it in 3 quarters. The position peaked at $412K in Q3 2024. 64 funds tracked by Wall St. Rank hold NUW as of Q4 2025.

  • Lee Financial reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 28,871 Nuveen AMT-Free Municipal Value Fund shares in Q4 2025, an estimated $411K.
  • Lee Financial first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2024 and held it in 3 quarters.
  • Lee Financial's Nuveen AMT-Free Municipal Value Fund position peaked at $412K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.