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Sterling Investment Advisors (Pennsylvania)’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-2,799
Closed -$41K – 597
2022
Q1 		$41K Buy
+2,799
New +$43.8K 0.01% 271
2021
Q4 		– Sell
-2,799
Closed -$48K – 599
2021
Q3 		$48K Hold
2,799
– – 0.01% 254
2021
Q2 		$48K Hold
2,799
– – 0.01% 260
2021
Q1 		$46K Buy
+2,799
New +$46.2K 0.01% 245

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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s NUW Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q2 2022, closing a stake of 2,799 shares — an estimated $41K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NUW in Q1 2021 and held it in 4 quarters. The position peaked at $48K in Q3 2021. 43 funds tracked by Wall St. Rank hold NUW as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,799 Nuveen AMT-Free Municipal Value Fund shares in Q2 2022, an estimated $41K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Nuveen AMT-Free Municipal Value Fund in Q1 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Nuveen AMT-Free Municipal Value Fund position peaked at $48K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.