EWM
NUV icon

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

Elite 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
2013
Q4 		– Sell
-5,600
Closed -$51K – 902
2013
Q3 		$51K Hold
5,600
– – 0.04% 170
2013
Q2 		$54K Buy
+5,600
New +$56.5K 0.08% 121

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Elite Wealth Management's NUV Position: Q4 2013 in Review

Elite Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2013, closing a stake of 5,600 shares — an estimated $51K sold.

Elite Wealth Management first reported a position in NUV in Q2 2013 and held it in 2 quarters. The position peaked at $54K in Q2 2013. 127 funds tracked by Wall St. Rank hold NUV as of Q4 2013.

  • Elite Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2013 after selling out during the quarter.
  • Elite Wealth Management sold 5,600 Nuveen Municipal Value Fund shares in Q4 2013, an estimated $51K.
  • Elite Wealth Management first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's Nuveen Municipal Value Fund position peaked at $54K in Q2 2013.
  • 127 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2013.

Based on Elite Wealth Management's 13F filing for Q4 2013, filed 23 Nov 2016.