Clarus Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Clarus Wealth Advisors’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
2019 Q2	–	Sell	-1,500	Closed	-$15K	–	671
2019 Q1	$15K	Hold	1,500	–	–	0.01%	465
2018 Q4	$14K	Hold	1,500	–	–	0.02%	462
2018 Q3	$14K	Hold	1,500	–	–	0.01%	491
2018 Q2	$14K	Buy	+1,500	New	+$14.3K	0.01%	478

Other funds holding NUV

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

Clarus Wealth Advisors's NUV Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q2 2019, closing a stake of 1,500 shares — an estimated $15K sold.

Clarus Wealth Advisors first reported a position in NUV in Q2 2018 and held it in 4 quarters. The position peaked at $15K in Q1 2019. 166 funds tracked by Wall St. Rank hold NUV as of Q2 2019.

Clarus Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,500 Nuveen Municipal Value Fund shares in Q2 2019, an estimated $15K.
Clarus Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Nuveen Municipal Value Fund position peaked at $15K in Q1 2019.
166 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.