1607 Capital Partners (NUW) discloses 4.48% stake in Nuveen AMT-Free Municipal Value Fund
Rhea-AI Filing Summary
Nuveen AMT-Free Municipal Value Fund investor 1607 Capital Partners, LLC reported its holdings in the fund’s common shares on a Schedule 13G/A. The firm beneficially owns 804,410 common shares, each with a par value of $0.01, identified by CUSIP 670695105.
1607 Capital Partners reports that these shares represent 4.48% of the outstanding class. It has sole voting power and sole dispositive power over all 804,410 shares, with no shared voting or dispositive authority. The filing is signed by Kevin Rutherford, Chief Compliance Officer of 1607 Capital Partners, LLC.
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Key Figures
Beneficially owned shares: 804,410 shares
Percent of class owned: 4.48%
Sole voting power: 804,410 shares
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4 metrics
Beneficially owned shares
804,410 shares
Common shares of Nuveen AMT-Free Municipal Value Fund held by 1607 Capital Partners, LLC
Percent of class owned
4.48%
Portion of Nuveen AMT-Free Municipal Value Fund common shares owned by 1607 Capital Partners, LLC
Sole voting power
804,410 shares
Shares over which 1607 Capital Partners, LLC has sole power to vote
Sole dispositive power
804,410 shares
Shares over which 1607 Capital Partners, LLC has sole power to dispose
Key Terms
Schedule 13G/A, beneficially owned, sole dispositive power, percent of class
4 terms
Schedule 13G/A regulatory
"1607 Capital Partners, LLC reported its holdings on a Schedule 13G/A"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned financial
"Amount beneficially owned: 804,410"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 804,410"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 4.48%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
What did 1607 Capital Partners report in its Schedule 13G/A for NUW?
1607 Capital Partners reported beneficial ownership of 804,410 Nuveen AMT-Free Municipal Value Fund common shares, representing 4.48% of the class, with sole voting and sole dispositive power over all of these shares.
What percentage of Nuveen AMT-Free Municipal Value Fund (NUW) is owned by 1607 Capital Partners?
1607 Capital Partners owns 4.48% of the outstanding common shares of Nuveen AMT-Free Municipal Value Fund. This ownership level is disclosed under Item 4 of the Schedule 13G/A as a percentage of the class.
AI-generated analysis. How Rhea-AI works. Not financial advice.