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

NorthRock Partners’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
Q1 		– Sell
-14,436
Closed -$234K – 258
2019
Q4 		$234K Buy
+14,436
New +$241K 0.02% 234

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
VanEck Associates
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NorthRock Partners's NUW Position: Q1 2020 in Review

NorthRock Partners sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2020, closing a stake of 14,436 shares — an estimated $234K sold.

NorthRock Partners first reported a position in NUW in Q4 2019 and held it in 1 quarter. The position peaked at $234K in Q4 2019. 36 funds tracked by Wall St. Rank hold NUW as of Q1 2020.

  • NorthRock Partners reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2020 after selling out during the quarter.
  • NorthRock Partners sold 14,436 Nuveen AMT-Free Municipal Value Fund shares in Q1 2020, an estimated $234K.
  • NorthRock Partners first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2019 and held it in 1 quarter.
  • NorthRock Partners's Nuveen AMT-Free Municipal Value Fund position peaked at $234K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2020.

Based on NorthRock Partners's 13F filing for Q1 2020, filed 13 May 2020.