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UMB Bank’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

UMB Bank’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
Q4 		– Sell
-454
Closed -$6K – 1797
2022
Q3 		$6K Hold
454
– – ﹤0.01% 1433
2022
Q2 		$6K Hold
454
– – ﹤0.01% 1541
2022
Q1 		$7K Buy
454
+316
+229% +$4.94K ﹤0.01% 1589
2021
Q4 		$2K Buy
+138
New +$2.31K ﹤0.01% 1829

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UMB Bank's NUW Position: Q4 2022 in Review

UMB Bank sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q4 2022, closing a stake of 454 shares — an estimated $6K sold.

UMB Bank first reported a position in NUW in Q4 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 47 funds tracked by Wall St. Rank hold NUW as of Q4 2022.

  • UMB Bank reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 454 Nuveen AMT-Free Municipal Value Fund shares in Q4 2022, an estimated $6K.
  • UMB Bank first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Nuveen AMT-Free Municipal Value Fund position peaked at $7K in Q1 2022.
  • 47 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.