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FAS Wealth Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

FAS Wealth Partners’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
2014
Q1 		– Sell
-10,500
Closed -$95K – 93
2013
Q4 		$95K Buy
+10,500
New +$93.9K 0.06% 90

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

FAS Wealth Partners's NUV Position: Q1 2014 in Review

FAS Wealth Partners sold out of Nuveen Municipal Value Fund (NUV) in Q1 2014, closing a stake of 10,500 shares — an estimated $95K sold.

FAS Wealth Partners first reported a position in NUV in Q4 2013 and held it in 1 quarter. The position peaked at $95K in Q4 2013. 122 funds tracked by Wall St. Rank hold NUV as of Q1 2014.

  • FAS Wealth Partners reported no remaining Nuveen Municipal Value Fund position as of Q1 2014 after selling out during the quarter.
  • FAS Wealth Partners sold 10,500 Nuveen Municipal Value Fund shares in Q1 2014, an estimated $95K.
  • FAS Wealth Partners first reported a position in Nuveen Municipal Value Fund in Q4 2013 and held it in 1 quarter.
  • FAS Wealth Partners's Nuveen Municipal Value Fund position peaked at $95K in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2014.

Based on FAS Wealth Partners's 13F filing for Q1 2014, filed 25 Apr 2014.