BDO Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

BDO Wealth Advisors’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
2022 Q1	–	Sell	-9,020	Closed	-$94K	–	1112
2021 Q4	$94K	Hold	9,020	–	–	0.01%	361
2021 Q3	$102K	Hold	9,020	–	–	0.01%	351
2021 Q2	$104K	Hold	9,020	–	–	0.01%	366
2021 Q1	$100K	Buy	+9,020	New	+$101K	0.01%	356

Other funds holding NUV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BDO Wealth Advisors's NUV Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2022, closing a stake of 9,020 shares — an estimated $94K sold.

BDO Wealth Advisors first reported a position in NUV in Q1 2021 and held it in 4 quarters. The position peaked at $104K in Q2 2021. 231 funds tracked by Wall St. Rank hold NUV as of Q1 2022.

BDO Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 9,020 Nuveen Municipal Value Fund shares in Q1 2022, an estimated $94K.
BDO Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q1 2021 and held it in 4 quarters.
BDO Wealth Advisors's Nuveen Municipal Value Fund position peaked at $104K in Q2 2021.
231 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.