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NFP Retirement Inc’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

NFP Retirement Inc’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
-14,430
Closed -$196K – 249
2022
Q4 		$196K Hold
14,430
– – 0.04% 229
2022
Q3 		$189K Hold
14,430
– – 0.05% 212
2022
Q2 		$204K Buy
+14,430
New +$204K 0.05% 218

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KIM
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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

NFP Retirement Inc's NUW Position: Q1 2023 in Review

NFP Retirement Inc sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2023, closing a stake of 14,430 shares — an estimated $196K sold.

NFP Retirement Inc first reported a position in NUW in Q2 2022 and held it in 3 quarters. The position peaked at $204K in Q2 2022. 41 funds tracked by Wall St. Rank hold NUW as of Q1 2023.

  • NFP Retirement Inc reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 14,430 Nuveen AMT-Free Municipal Value Fund shares in Q1 2023, an estimated $196K.
  • NFP Retirement Inc first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2022 and held it in 3 quarters.
  • NFP Retirement Inc's Nuveen AMT-Free Municipal Value Fund position peaked at $204K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2023.

Based on NFP Retirement Inc's 13F filing for Q1 2023, filed 13 Feb 2025.