Wealth Advisors of Tampa Bay’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Wealth Advisors of Tampa Bay’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 Q1	–	Sell	-40,000	Closed	-$663K	–	110
2021 Q4	$663K	Buy	40,000 +20,000	+100%	+$334K	0.16%	74
2021 Q3	$341K	Hold	20,000	–	–	0.19%	72
2021 Q2	$346K	Hold	20,000	–	–	0.19%	75
2021 Q1	$330K	Hold	20,000	–	–	0.2%	76
2020 Q4	$329K	Buy	+20,000	New	+$322K	0.23%	68

Other funds holding NUW

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Advisors of Tampa Bay's NUW Position: Q1 2022 in Review

Wealth Advisors of Tampa Bay sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2022, closing a stake of 40,000 shares — an estimated $663K sold.

Wealth Advisors of Tampa Bay first reported a position in NUW in Q4 2020 and held it in 5 quarters. The position peaked at $663K in Q4 2021. 46 funds tracked by Wall St. Rank hold NUW as of Q1 2022.

Wealth Advisors of Tampa Bay reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 40,000 Nuveen AMT-Free Municipal Value Fund shares in Q1 2022, an estimated $663K.
Wealth Advisors of Tampa Bay first reported a position in Nuveen AMT-Free Municipal Value Fund in Q4 2020 and held it in 5 quarters.
Wealth Advisors of Tampa Bay's Nuveen AMT-Free Municipal Value Fund position peaked at $663K in Q4 2021.
46 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2022, filed 25 Apr 2022.