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Avantax Planning Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-6,439
Closed -$60K – 895
2018
Q3 		$60K Buy
+6,439
New +$61.1K ﹤0.01% 442
2018
Q2 		– Sell
-6,439
Closed -$61K – 1053
2018
Q1 		$61K Buy
+6,439
New +$62.2K 0.01% 493

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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's NUV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Nuveen Municipal Value Fund (NUV) in Q4 2018, closing a stake of 6,439 shares — an estimated $60K sold.

Avantax Planning Partners first reported a position in NUV in Q1 2018 and held it in 2 quarters. The position peaked at $61K in Q1 2018. 170 funds tracked by Wall St. Rank hold NUV as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nuveen Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 6,439 Nuveen Municipal Value Fund shares in Q4 2018, an estimated $60K.
  • Avantax Planning Partners first reported a position in Nuveen Municipal Value Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nuveen Municipal Value Fund position peaked at $61K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.