LSC
NUW icon

Logan Stone Capital’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Logan Stone Capital’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
Q1 		– Sell
-31,107
Closed -$422K – 102
2024
Q4 		$422K Buy
+31,107
New +$433K 0.14% 82

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Logan Stone Capital's NUW Position: Q1 2025 in Review

Logan Stone Capital sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2025, closing a stake of 31,107 shares — an estimated $422K sold.

Logan Stone Capital first reported a position in NUW in Q4 2024 and held it in 1 quarter. The position peaked at $422K in Q4 2024. 57 funds tracked by Wall St. Rank hold NUW as of Q1 2025.

  • Logan Stone Capital reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 31,107 Nuveen AMT-Free Municipal Value Fund shares in Q1 2025, an estimated $422K.
  • Logan Stone Capital first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2024 and held it in 1 quarter.
  • Logan Stone Capital's Nuveen AMT-Free Municipal Value Fund position peaked at $422K in Q4 2024.
  • 57 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.