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Ahrens Investment Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Ahrens Investment Partners’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
2017
Q3 		– Sell
-10,000
Closed -$100K – 173
2017
Q2 		$100K Hold
10,000
– – 0.04% 157
2017
Q1 		$98K Buy
10,000
+9,000
+900% +$87.3K 0.05% 147
2016
Q4 		$96K Buy
+1,000
New +$9.8K 0.05% 136

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

Ahrens Investment Partners's NUV Position: Q3 2017 in Review

Ahrens Investment Partners sold out of Nuveen Municipal Value Fund (NUV) in Q3 2017, closing a stake of 10,000 shares — an estimated $100K sold.

Ahrens Investment Partners first reported a position in NUV in Q4 2016 and held it in 3 quarters. The position peaked at $100K in Q2 2017. 141 funds tracked by Wall St. Rank hold NUV as of Q3 2017.

  • Ahrens Investment Partners reported no remaining Nuveen Municipal Value Fund position as of Q3 2017 after selling out during the quarter.
  • Ahrens Investment Partners sold 10,000 Nuveen Municipal Value Fund shares in Q3 2017, an estimated $100K.
  • Ahrens Investment Partners first reported a position in Nuveen Municipal Value Fund in Q4 2016 and held it in 3 quarters.
  • Ahrens Investment Partners's Nuveen Municipal Value Fund position peaked at $100K in Q2 2017.
  • 141 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2017.

Based on Ahrens Investment Partners's 13F filing for Q3 2017, filed 19 Oct 2017.