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Chessman Wealth Strategies RIA’s Nuveen Municipal Value Fund NUV Stock Holding History

Chessman Wealth Strategies RIA’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
-5,467
Closed -$51K – 117
2018
Q3 		$51K Buy
+5,467
New +$51.8K 0.04% 59

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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

Chessman Wealth Strategies RIA's NUV Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Nuveen Municipal Value Fund (NUV) in Q4 2018, closing a stake of 5,467 shares — an estimated $51K sold.

Chessman Wealth Strategies RIA first reported a position in NUV in Q3 2018 and held it in 1 quarter. The position peaked at $51K in Q3 2018. 170 funds tracked by Wall St. Rank hold NUV as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Nuveen Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 5,467 Nuveen Municipal Value Fund shares in Q4 2018, an estimated $51K.
  • Chessman Wealth Strategies RIA first reported a position in Nuveen Municipal Value Fund in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Nuveen Municipal Value Fund position peaked at $51K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.