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

Doyle 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
2019
Q3 		– Sell
-500
Closed -$5K – 563
2019
Q2 		$5K Buy
+500
New +$5K ﹤0.01% 736
2019
Q1 		– Sell
-500
Closed -$5K – 549
2018
Q4 		$5K Buy
+500
New +$4.62K ﹤0.01% 723

Other funds holding NUV

Morgan Stanley
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Doyle Wealth Management's NUV Position: Q3 2019 in Review

Doyle Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q3 2019, closing a stake of 500 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in NUV in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 180 funds tracked by Wall St. Rank hold NUV as of Q3 2019.

  • Doyle Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 500 Nuveen Municipal Value Fund shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Nuveen Municipal Value Fund position peaked at $5K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.