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Cornerstone Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Cornerstone Wealth 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
2018
Q4 		– Sell
-86,627
Closed -$8.44M – 891
2018
Q3 		$8.44M Buy
+86,627
New +$822K 0.11% 203

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Bank of America
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Stifel Financial
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1CP
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TIM
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VanEck Associates
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Cornerstone Wealth Management's NUV Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2018, closing a stake of 86,627 shares — an estimated $8.44M sold.

Cornerstone Wealth Management first reported a position in NUV in Q3 2018 and held it in 1 quarter. The position peaked at $8.44M in Q3 2018. 170 funds tracked by Wall St. Rank hold NUV as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 86,627 Nuveen Municipal Value Fund shares in Q4 2018, an estimated $8.44M.
  • Cornerstone Wealth Management first reported a position in Nuveen Municipal Value Fund in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Nuveen Municipal Value Fund position peaked at $8.44M in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.