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TFS Capital’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

TFS Capital’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
Q3 		– Sell
-23,926
Closed -$384K – 1567
2013
Q2 		$384K Buy
+23,926
New +$409K 0.02% 1024

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TFS Capital's NUW Position: Q3 2013 in Review

TFS Capital sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q3 2013, closing a stake of 23,926 shares — an estimated $384K sold.

TFS Capital first reported a position in NUW in Q2 2013 and held it in 1 quarter. The position peaked at $384K in Q2 2013. 17 funds tracked by Wall St. Rank hold NUW as of Q3 2013.

  • TFS Capital reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q3 2013 after selling out during the quarter.
  • TFS Capital sold 23,926 Nuveen AMT-Free Municipal Value Fund shares in Q3 2013, an estimated $384K.
  • TFS Capital first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2013 and held it in 1 quarter.
  • TFS Capital's Nuveen AMT-Free Municipal Value Fund position peaked at $384K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q3 2013.

Based on TFS Capital's 13F filing for Q3 2013, filed 5 Nov 2013.