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North Star Investment Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

North Star Investment Management’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
Q2 		– Sell
-900
Closed -$14K – 695
2014
Q1 		$14K Buy
+900
New +$14.2K ﹤0.01% 512

Other funds holding NUW

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

North Star Investment Management's NUW Position: Q2 2014 in Review

North Star Investment Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2014, closing a stake of 900 shares — an estimated $14K sold.

North Star Investment Management first reported a position in NUW in Q1 2014 and held it in 1 quarter. The position peaked at $14K in Q1 2014. 17 funds tracked by Wall St. Rank hold NUW as of Q2 2014.

  • North Star Investment Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2014 after selling out during the quarter.
  • North Star Investment Management sold 900 Nuveen AMT-Free Municipal Value Fund shares in Q2 2014, an estimated $14K.
  • North Star Investment Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2014 and held it in 1 quarter.
  • North Star Investment Management's Nuveen AMT-Free Municipal Value Fund position peaked at $14K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2014.

Based on North Star Investment Management's 13F filing for Q2 2014, filed 18 Aug 2014.