Clear Harbor Asset Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Clear Harbor Asset Management’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
2020 Q4	–	Sell	-950	Closed	-$10.1K	–	593
2020 Q3	$10.1K	Buy	+950	New	+$10.1K	﹤0.01%	588
2020 Q1	–	Sell	-950	Closed	-$10.2K	–	554
2019 Q4	$10.2K	Buy	+950	New	+$9.98K	﹤0.01%	616

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

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

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Clear Harbor Asset Management's NUV Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2020, closing a stake of 950 shares — an estimated $10.1K sold.

Clear Harbor Asset Management first reported a position in NUV in Q4 2019 and held it in 2 quarters. The position peaked at $10.2K in Q4 2019. 208 funds tracked by Wall St. Rank hold NUV as of Q4 2020.

Clear Harbor Asset Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 950 Nuveen Municipal Value Fund shares in Q4 2020, an estimated $10.1K.
Clear Harbor Asset Management first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's Nuveen Municipal Value Fund position peaked at $10.2K in Q4 2019.
208 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.