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

Orrstown 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
2018
Q2 		– Sell
-7,665
Closed -$122K – 333
2018
Q1 		$122K Hold
7,665
– – 0.14% 103
2017
Q4 		$132K Hold
7,665
– – 0.15% 94
2017
Q3 		$135K Buy
+7,665
New +$133K 0.15% 95

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orrstown Financial Services's NUW Position: Q2 2018 in Review

Orrstown Financial Services sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2018, closing a stake of 7,665 shares — an estimated $122K sold.

Orrstown Financial Services first reported a position in NUW in Q3 2017 and held it in 3 quarters. The position peaked at $135K in Q3 2017. 29 funds tracked by Wall St. Rank hold NUW as of Q2 2018.

  • Orrstown Financial Services reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2018 after selling out during the quarter.
  • Orrstown Financial Services sold 7,665 Nuveen AMT-Free Municipal Value Fund shares in Q2 2018, an estimated $122K.
  • Orrstown Financial Services first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2017 and held it in 3 quarters.
  • Orrstown Financial Services's Nuveen AMT-Free Municipal Value Fund position peaked at $135K in Q3 2017.
  • 29 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2018.

Based on Orrstown Financial Services's 13F filing for Q2 2018, filed 23 Jul 2018.