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 New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVPG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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.