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Missouri Trust & Investment Company’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Missouri Trust & Investment Company’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
Q3 		– Sell
-600
Closed -$8.24K – 446
2023
Q2 		$8.24K Buy
+600
New +$8.27K ﹤0.01% 337

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RCM
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HWAM
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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Missouri Trust & Investment Company's NUW Position: Q3 2023 in Review

Missouri Trust & Investment Company sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2023, closing a stake of 600 shares — an estimated $8.24K sold.

Missouri Trust & Investment Company first reported a position in NUW in Q2 2023 and held it in 1 quarter. The position peaked at $8.24K in Q2 2023. 42 funds tracked by Wall St. Rank hold NUW as of Q3 2023.

  • Missouri Trust & Investment Company reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 600 Nuveen AMT-Free Municipal Value Fund shares in Q3 2023, an estimated $8.24K.
  • Missouri Trust & Investment Company first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2023 and held it in 1 quarter.
  • Missouri Trust & Investment Company's Nuveen AMT-Free Municipal Value Fund position peaked at $8.24K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2023, filed 14 Nov 2023.