EW
NEV

Evoke Wealth’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Evoke Wealth’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-151
Closed -$2.17K – 1518
2019
Q3 		$2.17K Buy
+151
New +$2.21K ﹤0.01% 1190

Other funds holding NEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Evoke Wealth's NEV Position: Q4 2019 in Review

Evoke Wealth sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q4 2019, closing a stake of 151 shares — an estimated $2.17K sold.

Evoke Wealth first reported a position in NEV in Q3 2019 and held it in 1 quarter. The position peaked at $2.17K in Q3 2019. 49 funds tracked by Wall St. Rank hold NEV as of Q4 2019.

  • Evoke Wealth reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 151 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q4 2019, an estimated $2.17K.
  • Evoke Wealth first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $2.17K in Q3 2019.
  • 49 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.