NEXT Financial Holdings’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$83K	Buy	+5,212	New	+$82.1K	0.02%	588

Other funds holding NUW

1CP

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

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HCIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEXT Financial Holdings's NUW Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2019: 5,212 shares worth $83K. The stake represents 0.02% of the portfolio and ranks #588 among its holdings.

31 funds tracked by Wall St. Rank hold NUW as of Q1 2019.

NEXT Financial Holdings held 5,212 shares of Nuveen AMT-Free Municipal Value Fund worth $83K as of Q1 2019.
Nuveen AMT-Free Municipal Value Fund was a new NEXT Financial Holdings position in Q1 2019.
Nuveen AMT-Free Municipal Value Fund made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #588 holding.
31 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.