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Ramiah Investment Group’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Ramiah Investment Group’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
Q3 		– Sell
-11,130
Closed -$153K – 66
2023
Q2 		$153K Sell
11,130
-376
-3% -$5.18K 0.15% 61
2023
Q1 		$158K Buy
11,506
+678
+6% +$9.46K 0.14% 60
2022
Q4 		$147K Buy
+10,828
New +$145K 0.79% 25

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ramiah Investment Group's NUW Position: Q3 2023 in Review

Ramiah Investment Group sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2023, closing a stake of 11,130 shares — an estimated $153K sold.

Ramiah Investment Group first reported a position in NUW in Q4 2022 and held it in 3 quarters. The position peaked at $158K in Q1 2023. 42 funds tracked by Wall St. Rank hold NUW as of Q3 2023.

  • Ramiah Investment Group reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2023 after selling out during the quarter.
  • Ramiah Investment Group sold 11,130 Nuveen AMT-Free Municipal Value Fund shares in Q3 2023, an estimated $153K.
  • Ramiah Investment Group first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2022 and held it in 3 quarters.
  • Ramiah Investment Group's Nuveen AMT-Free Municipal Value Fund position peaked at $158K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2023.

Based on Ramiah Investment Group's 13F filing for Q3 2023, filed 11 Feb 2025.