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

MOTCO’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
2020 Q4	–	Sell	-2,500	Closed	-$40K	–	846
2020 Q3	$40K	Buy	+2,500	New	+$40K	﹤0.01%	354

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MOTCO's NUW Position: Q4 2020 in Review

MOTCO sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2020, closing a stake of 2,500 shares — an estimated $40K sold.

MOTCO first reported a position in NUW in Q3 2020 and held it in 1 quarter. The position peaked at $40K in Q3 2020. 36 funds tracked by Wall St. Rank hold NUW as of Q4 2020.

MOTCO reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
MOTCO sold 2,500 Nuveen AMT-Free Municipal Value Fund shares in Q4 2020, an estimated $40K.
MOTCO first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2020 and held it in 1 quarter.
MOTCO's Nuveen AMT-Free Municipal Value Fund position peaked at $40K in Q3 2020.
36 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2020.

Based on MOTCO's 13F filing for Q4 2020, filed 5 Feb 2021.