SIA
NUW icon

Sit Investment Associates’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Sit Investment Associates’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
2021
Q3 		– Sell
-31,819
Closed -$550K – 512
2021
Q2 		$550K Buy
+31,819
New +$536K 0.01% 400

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Sit Investment Associates's NUW Position: Q3 2021 in Review

Sit Investment Associates sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2021, closing a stake of 31,819 shares — an estimated $550K sold.

Sit Investment Associates first reported a position in NUW in Q2 2021 and held it in 1 quarter. The position peaked at $550K in Q2 2021. 50 funds tracked by Wall St. Rank hold NUW as of Q3 2021.

  • Sit Investment Associates reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2021 after selling out during the quarter.
  • Sit Investment Associates sold 31,819 Nuveen AMT-Free Municipal Value Fund shares in Q3 2021, an estimated $550K.
  • Sit Investment Associates first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2021 and held it in 1 quarter.
  • Sit Investment Associates's Nuveen AMT-Free Municipal Value Fund position peaked at $550K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2021.

Based on Sit Investment Associates's 13F filing for Q3 2021, filed 12 Nov 2021.