ACS
NEV

Archford Capital Strategies’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-1,425
Closed -$23K – 671
2017
Q1 		$23K Buy
1,425
+40
+3% +$563 0.01% 356
2016
Q4 		$20K Buy
+1,385
New +$20.3K 0.01% 326

Other funds holding NEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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 $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Archford Capital Strategies's NEV Position: Q2 2017 in Review

Archford Capital Strategies sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2017, closing a stake of 1,425 shares — an estimated $23K sold.

Archford Capital Strategies first reported a position in NEV in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 39 funds tracked by Wall St. Rank hold NEV as of Q2 2017.

  • Archford Capital Strategies reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 1,425 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2017, an estimated $23K.
  • Archford Capital Strategies first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q4 2016 and held it in 2 quarters.
  • Archford Capital Strategies's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $23K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.