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Adams Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-1,400
Closed -$15K – 248
2020
Q3 		$15K Buy
+1,400
New +$14.8K 0.01% 165

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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Adams Wealth Management's NUV Position: Q4 2020 in Review

Adams Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2020, closing a stake of 1,400 shares — an estimated $15K sold.

Adams Wealth Management first reported a position in NUV in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 208 funds tracked by Wall St. Rank hold NUV as of Q4 2020.

  • Adams Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 1,400 Nuveen Municipal Value Fund shares in Q4 2020, an estimated $15K.
  • Adams Wealth Management first reported a position in Nuveen Municipal Value Fund in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Nuveen Municipal Value Fund position peaked at $15K in Q3 2020.
  • 208 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.