Carroll Financial Associates’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Carroll Financial Associates’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
2021 Q4	$108K	Buy	+7,000	New	+$109K	0.01%	518

Other funds holding NEV

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

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

PMG

ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Carroll Financial Associates's NEV Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q4 2021: 7,000 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings.

54 funds tracked by Wall St. Rank hold NEV as of Q4 2021.

Carroll Financial Associates held 7,000 shares of NUVEEN ENHANCED MUNICIPAL VALUE FUND worth $108K as of Q4 2021.
NUVEEN ENHANCED MUNICIPAL VALUE FUND was a new Carroll Financial Associates position in Q4 2021.
NUVEEN ENHANCED MUNICIPAL VALUE FUND made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #518 holding.
54 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.