CIBC Private Wealth Group
NUV icon

CIBC Private Wealth Group’s Nuveen Municipal Value Fund NUV Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$186K Hold
20,564
– – ﹤0.01% 1226
2025
Q3 		$185K Sell
20,564
-9,700
-32% -$84.5K ﹤0.01% 1220
2025
Q2 		$263K Hold
30,264
– – ﹤0.01% 1015
2025
Q1 		$258K Buy
30,264
+29,700
+5,266% +$260K ﹤0.01% 993
2024
Q4 		$4.87K Hold
564
– – ﹤0.01% 2482
2024
Q3 		$5.09K Sell
564
-6,500
-92% -$57.4K ﹤0.01% 2584
2024
Q2 		$61K Buy
7,064
+6,500
+1,152% +$55.5K ﹤0.01% 1593
2024
Q1 		$4.9K Buy
+564
New +$4.91K ﹤0.01% 2509
2018
Q4 		– Sell
-25,000
Closed -$234K – 925
2018
Q3 		$234K Hold
25,000
– – ﹤0.01% 901
2018
Q2 		$239K Buy
+25,000
New +$238K ﹤0.01% 893
2014
Q4 		– Sell
-64,200
Closed -$604K – 617
2014
Q3 		$604K Hold
64,200
– – ﹤0.01% 514
2014
Q2 		$619K Hold
64,200
– – 0.01% 497
2014
Q1 		$604K Buy
+64,200
New +$604K 0.01% 497

Other funds holding NUV

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return