Clear Perspective Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-555	Closed	-$5K	–	342
2018 Q2	$5K	Hold	555	–	–	﹤0.01%	425
2018 Q1	$5K	Hold	555	–	–	﹤0.01%	406
2017 Q4	$6K	Hold	555	–	–	﹤0.01%	379
2017 Q3	$6K	Buy	+555	New	+$5.66K	﹤0.01%	380
2017 Q2	–	Sell	-555	Closed	-$5.54K	–	382
2017 Q1	$5K	Hold	555	–	–	﹤0.01%	351
2016 Q4	$5K	Buy	+555	New	+$5.44K	﹤0.01%	345

Other funds holding NUV

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

JFGIW

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clear Perspective Advisors's NUV Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2018, closing a stake of 555 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in NUV in Q4 2016 and held it in 6 quarters. The position peaked at $6K in Q4 2017. 164 funds tracked by Wall St. Rank hold NUV as of Q3 2018.

Clear Perspective Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 555 Nuveen Municipal Value Fund shares in Q3 2018, an estimated $5K.
Clear Perspective Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's Nuveen Municipal Value Fund position peaked at $6K in Q4 2017.
164 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.