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

BNC 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
2020
Q4 		– Sell
-632
Closed -$7K – 348
2020
Q3 		$7K Buy
+632
New +$6.69K ﹤0.01% 341

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JFGIW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

BNC Wealth Management's NUV Position: Q4 2020 in Review

BNC Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2020, closing a stake of 632 shares — an estimated $7K sold.

BNC Wealth Management first reported a position in NUV in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 208 funds tracked by Wall St. Rank hold NUV as of Q4 2020.

  • BNC Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 632 Nuveen Municipal Value Fund shares in Q4 2020, an estimated $7K.
  • BNC Wealth Management first reported a position in Nuveen Municipal Value Fund in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Nuveen Municipal Value Fund position peaked at $7K in Q3 2020.
  • 208 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.