1834 Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

1834 Investment Advisors’s Portfolio NUV Stock Details NUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,000	Closed	-$12K	–	508
2021 Q2	$12K	Hold	1,000	–	–	﹤0.01%	402
2021 Q1	$11K	Hold	1,000	–	–	﹤0.01%	375
2020 Q4	$11K	Hold	1,000	–	–	﹤0.01%	363
2020 Q3	$11K	Hold	1,000	–	–	﹤0.01%	333
2020 Q2	$10K	Hold	1,000	–	–	﹤0.01%	327
2020 Q1	$10K	Hold	1,000	–	–	﹤0.01%	332
2019 Q4	$11K	Hold	1,000	–	–	﹤0.01%	373
2019 Q3	$11K	Buy	+1,000	New	+$10.4K	﹤0.01%	374
2019 Q2	–	Hold	0	–	–	–	373
2019 Q1	–	Hold	0	–	–	–	355
2018 Q4	–	Hold	0	–	–	–	360
2018 Q3	–	Hold	0	–	–	–	363
2018 Q2	–	Hold	0	–	–	–	369
2018 Q1	–	Hold	0	–	–	–	240
2017 Q4	–	Hold	0	–	–	–	253

Other funds holding NUV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1834 Investment Advisors's NUV Position: Q3 2021 in Review

1834 Investment Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2021, closing a stake of 1,000 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in NUV in Q3 2019 and held it in 8 quarters. The position peaked at $12K in Q2 2021. 211 funds tracked by Wall St. Rank hold NUV as of Q3 2021.

1834 Investment Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 1,000 Nuveen Municipal Value Fund shares in Q3 2021, an estimated $12K.
1834 Investment Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2019 and held it in 8 quarters.
1834 Investment Advisors's Nuveen Municipal Value Fund position peaked at $12K in Q2 2021.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.