AWG
NEV

Altus Wealth Group’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Altus Wealth Group’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,275
Closed -$86K – 833
2020
Q4 		$86K Buy
+5,275
New +$80.2K 0.08% 151

Other funds holding NEV

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 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 $43.3B AUM 29.3% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Altus Wealth Group's NEV Position: Q1 2021 in Review

Altus Wealth Group sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q1 2021, closing a stake of 5,275 shares — an estimated $86K sold.

Altus Wealth Group first reported a position in NEV in Q4 2020 and held it in 1 quarter. The position peaked at $86K in Q4 2020. 50 funds tracked by Wall St. Rank hold NEV as of Q1 2021.

  • Altus Wealth Group reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 5,275 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q1 2021, an estimated $86K.
  • Altus Wealth Group first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $86K in Q4 2020.
  • 50 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.