Buckingham Strategic Wealth’s Nuveen Municipal Value Fund NUV Stock Holding History

Buckingham Strategic Wealth’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 Q4	–	Sell	-10,785	Closed	-$91K	–	650
2022 Q3	$91K	Hold	10,785	–	–	﹤0.01%	572
2022 Q2	$96K	Buy	+10,785	New	+$97.7K	﹤0.01%	579
2020 Q4	–	Sell	-22,075	Closed	-$235K	–	563
2020 Q3	$235K	Sell	22,075 -20,142	-48%	-$213K	0.02%	424
2020 Q2	$431K	Sell	42,217 -11,630	-22%	-$114K	0.04%	244
2020 Q1	$526K	Buy	53,847 +43,712	+431%	+$460K	0.05%	245
2019 Q4	$108K	Buy	+10,135	New	+$107K	0.01%	447

Other funds holding NUV

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Buckingham Strategic Wealth's NUV Position: Q4 2022 in Review

Buckingham Strategic Wealth sold out of Nuveen Municipal Value Fund (NUV) in Q4 2022, closing a stake of 10,785 shares — an estimated $91K sold.

Buckingham Strategic Wealth first reported a position in NUV in Q4 2019 and held it in 6 quarters. The position peaked at $526K in Q1 2020. 237 funds tracked by Wall St. Rank hold NUV as of Q4 2022.

Buckingham Strategic Wealth reported no remaining Nuveen Municipal Value Fund position as of Q4 2022 after selling out during the quarter.
Buckingham Strategic Wealth sold 10,785 Nuveen Municipal Value Fund shares in Q4 2022, an estimated $91K.
Buckingham Strategic Wealth first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 6 quarters.
Buckingham Strategic Wealth's Nuveen Municipal Value Fund position peaked at $526K in Q1 2020.
237 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.