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Mariner Investment Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Mariner Investment Group’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
2023
Q1 		– Sell
-26,690
Closed -$363K – 42
2022
Q4 		$363K Buy
26,690
+9,373
+54% +$126K 1.06% 26
2022
Q3 		$227K Buy
17,317
+5,085
+42% +$71.6K 0.25% 97
2022
Q2 		$173K Buy
+12,232
New +$173K 0.18% 141

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Investment Group's NUW Position: Q1 2023 in Review

Mariner Investment Group sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2023, closing a stake of 26,690 shares — an estimated $363K sold.

Mariner Investment Group first reported a position in NUW in Q2 2022 and held it in 3 quarters. The position peaked at $363K in Q4 2022. 41 funds tracked by Wall St. Rank hold NUW as of Q1 2023.

  • Mariner Investment Group reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
  • Mariner Investment Group sold 26,690 Nuveen AMT-Free Municipal Value Fund shares in Q1 2023, an estimated $363K.
  • Mariner Investment Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2022 and held it in 3 quarters.
  • Mariner Investment Group's Nuveen AMT-Free Municipal Value Fund position peaked at $363K in Q4 2022.
  • 41 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2023.

Based on Mariner Investment Group's 13F filing for Q1 2023, filed 12 May 2023.