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MSI Financial Services’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

MSI Financial Services’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
2014
Q1 		– Sell
-350
Closed -$5K – 2590
2013
Q4 		$5K Buy
+350
New +$5.24K ﹤0.01% 1975

Other funds holding NUW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MSI Financial Services's NUW Position: Q1 2014 in Review

MSI Financial Services sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2014, closing a stake of 350 shares — an estimated $5K sold.

MSI Financial Services first reported a position in NUW in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 21 funds tracked by Wall St. Rank hold NUW as of Q1 2014.

  • MSI Financial Services reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2014 after selling out during the quarter.
  • MSI Financial Services sold 350 Nuveen AMT-Free Municipal Value Fund shares in Q1 2014, an estimated $5K.
  • MSI Financial Services first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2013 and held it in 1 quarter.
  • MSI Financial Services's Nuveen AMT-Free Municipal Value Fund position peaked at $5K in Q4 2013.
  • 21 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2014.

Based on MSI Financial Services's 13F filing for Q1 2014, filed 30 Apr 2014.