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

LM 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
2024
Q1 		– Sell
-3,550
Closed -$48.4K – 557
2023
Q4 		$48.4K Buy
+3,550
New +$46.7K 0.01% 339

Other funds holding NUW

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LM Advisors's NUW Position: Q1 2024 in Review

LM Advisors sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2024, closing a stake of 3,550 shares — an estimated $48.4K sold.

LM Advisors first reported a position in NUW in Q4 2023 and held it in 1 quarter. The position peaked at $48.4K in Q4 2023. 47 funds tracked by Wall St. Rank hold NUW as of Q1 2024.

  • LM Advisors reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 3,550 Nuveen AMT-Free Municipal Value Fund shares in Q1 2024, an estimated $48.4K.
  • LM Advisors first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Nuveen AMT-Free Municipal Value Fund position peaked at $48.4K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.