FWM
NEV

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

Fairhaven Wealth Management’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
2022
Q2 		– Sell
-12,342
Closed -$161K – 133
2022
Q1 		$161K Hold
12,342
– – 0.07% 116
2021
Q4 		$193K Hold
12,342
– – 0.08% 113
2021
Q3 		$195K Hold
12,342
– – 0.08% 111
2021
Q2 		$214K Hold
12,342
– – 0.09% 106
2021
Q1 		$207K Hold
12,342
– – 0.09% 102
2020
Q4 		$201K Hold
12,342
– – 0.09% 107
2020
Q3 		$181K Hold
12,342
– – 0.11% 89
2020
Q2 		$180K Buy
+12,342
New +$167K 0.12% 89

Other funds holding NEV

BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Fairhaven Wealth Management's NEV Position: Q2 2022 in Review

Fairhaven Wealth Management sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2022, closing a stake of 12,342 shares — an estimated $161K sold.

Fairhaven Wealth Management first reported a position in NEV in Q2 2020 and held it in 8 quarters. The position peaked at $214K in Q2 2021. 2 funds tracked by Wall St. Rank hold NEV as of Q2 2022.

  • Fairhaven Wealth Management reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2022 after selling out during the quarter.
  • Fairhaven Wealth Management sold 12,342 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2022, an estimated $161K.
  • Fairhaven Wealth Management first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q2 2020 and held it in 8 quarters.
  • Fairhaven Wealth Management's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $214K in Q2 2021.
  • 2 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2022.

Based on Fairhaven Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.