22CM
NUV icon

20/20 Capital Management’s Nuveen Municipal Value Fund NUV Stock Holding History

20/20 Capital Management’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
Q2 		$267K Hold
23,187
– – 0.07% 142
2021
Q1 		$258K Hold
23,187
– – 0.07% 139
2020
Q4 		$269K Sell
23,187
-20,813
-47% -$228K 0.08% 143
2020
Q3 		$469K Hold
44,000
– – 0.18% 95
2020
Q2 		$471K Buy
44,000
+11,000
+33% +$108K 0.18% 85
2020
Q1 		$321K Buy
+33,000
New +$347K 0.14% 102

Other funds holding NUV

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return