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Pathstone Family Office’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Pathstone Family Office’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
2013
Q4 		– Sell
-1,100
Closed -$19K – 296
2013
Q3 		$19K Buy
+1,100
New +$16.8K 0.08% 136

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathstone Family Office's NUW Position: Q4 2013 in Review

Pathstone Family Office sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2013, closing a stake of 1,100 shares — an estimated $19K sold.

Pathstone Family Office first reported a position in NUW in Q3 2013 and held it in 1 quarter. The position peaked at $19K in Q3 2013. 21 funds tracked by Wall St. Rank hold NUW as of Q4 2013.

  • Pathstone Family Office reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 1,100 Nuveen AMT-Free Municipal Value Fund shares in Q4 2013, an estimated $19K.
  • Pathstone Family Office first reported a position in Nuveen AMT-Free Municipal Value Fund in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's Nuveen AMT-Free Municipal Value Fund position peaked at $19K in Q3 2013.
  • 21 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.