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Wolverine Asset Management’s Nuveen AMT-Free Municipal Value Fund NUW Stock Holding History

Wolverine Asset Management’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
2025
Q1 		– Sell
-65,449
Closed -$889K – 1713
2024
Q4 		$889K Buy
65,449
+3,359
+5% +$46.8K 0.01% 730
2024
Q3 		$883K Buy
62,090
+19,114
+44% +$267K 0.01% 733
2024
Q2 		$597K Buy
42,976
+7,742
+22% +$105K 0.01% 801
2024
Q1 		$476K Buy
35,234
+5,096
+17% +$69.9K 0.01% 822
2023
Q4 		$411K Buy
+30,138
New +$397K ﹤0.01% 927
2021
Q3 		– Sell
-11,811
Closed -$204K – 2237
2021
Q2 		$204K Buy
11,811
+2,832
+32% +$47.7K ﹤0.01% 1256
2021
Q1 		$147K Buy
+8,979
New +$148K ﹤0.01% 1337
2020
Q3 		– Sell
-54,337
Closed -$850K – 1711
2020
Q2 		$850K Sell
54,337
-11,330
-17% -$170K 0.01% 584
2020
Q1 		$1.03M Buy
65,667
+13,243
+25% +$213K 0.01% 492
2019
Q4 		$849K Buy
52,424
+33,970
+184% +$566K 0.01% 667
2019
Q3 		$305K Buy
+18,454
New +$320K ﹤0.01% 893
2018
Q4 		– Sell
-61,318
Closed -$905K – 1721
2018
Q3 		$905K Buy
+61,318
New +$935K 0.01% 842
2017
Q1 		– Sell
-6,952
Closed -$113K – 1326
2016
Q4 		$113K Buy
+6,952
New +$117K ﹤0.01% 918
2015
Q3 		– Sell
-9,371
Closed -$151K – 1934
2015
Q2 		$151K Buy
+9,371
New +$159K ﹤0.01% 983

Other funds holding NUW

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wolverine Asset Management's NUW Position: Q1 2025 in Review

Wolverine Asset Management sold out of Nuveen AMT-Free Municipal Value Fund (NUW) in Q1 2025, closing a stake of 65,449 shares — an estimated $889K sold.

Wolverine Asset Management first reported a position in NUW in Q2 2015 and held it in 14 quarters. The position peaked at $1.03M in Q1 2020. 57 funds tracked by Wall St. Rank hold NUW as of Q1 2025.

  • Wolverine Asset Management reported no remaining Nuveen AMT-Free Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 65,449 Nuveen AMT-Free Municipal Value Fund shares in Q1 2025, an estimated $889K.
  • Wolverine Asset Management first reported a position in Nuveen AMT-Free Municipal Value Fund in Q2 2015 and held it in 14 quarters.
  • Wolverine Asset Management's Nuveen AMT-Free Municipal Value Fund position peaked at $1.03M in Q1 2020.
  • 57 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Value Fund as of Q1 2025.

Based on Wolverine Asset Management's 13F filing for Q1 2025, filed 12 May 2025.