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

AllSquare 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
2016 Q4	–	Sell	-50	Closed	-$1K	–	360
2016 Q3	$1K	Buy	+50	New	+$533	﹤0.01%	310

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BHTS

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RCM

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SWM

Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return

RJA

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

AllSquare Wealth Management's NUV Position: Q4 2016 in Review

AllSquare Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2016, closing a stake of 50 shares — an estimated $1K sold.

AllSquare Wealth Management first reported a position in NUV in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 155 funds tracked by Wall St. Rank hold NUV as of Q4 2016.

AllSquare Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2016 after selling out during the quarter.
AllSquare Wealth Management sold 50 Nuveen Municipal Value Fund shares in Q4 2016, an estimated $1K.
AllSquare Wealth Management first reported a position in Nuveen Municipal Value Fund in Q3 2016 and held it in 1 quarter.
AllSquare Wealth Management's Nuveen Municipal Value Fund position peaked at $1K in Q3 2016.
155 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2016.

Based on AllSquare Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.