Financial Advocates Investment Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Financial Advocates Investment 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
2023 Q1	–	Sell	-11,597	Closed	-$99.7K	–	797
2022 Q4	$99.7K	Sell	11,597 -3,044	-21%	-$26K	0.01%	721
2022 Q3	$130K	Sell	14,641 -3,705	-20%	-$33.3K	0.01%	711
2022 Q2	$163K	Hold	18,346	–	–	0.01%	638
2022 Q1	$176K	Hold	18,346	–	–	0.01%	693
2021 Q4	$190K	Sell	18,346 -805	-4%	-$8.74K	0.01%	737
2021 Q3	$217K	Hold	19,151	–	–	0.01%	683
2021 Q2	$220K	Buy	19,151 +2,780	+17%	+$31.6K	0.01%	684
2021 Q1	$232K	Sell	16,371 -6,244	-28%	-$69.7K	0.02%	680
2020 Q4	$251K	Sell	22,615 -295	-1%	-$3.23K	0.02%	615
2020 Q3	$244K	Hold	22,910	–	–	0.02%	527
2020 Q2	$233K	Hold	22,910	–	–	0.02%	521
2020 Q1	$224K	Hold	22,910	–	–	0.03%	412
2019 Q4	$245K	Hold	22,910	–	–	0.03%	443
2019 Q3	$240K	Hold	22,910	–	–	0.03%	423
2019 Q2	$233K	Hold	22,910	–	–	0.03%	416
2019 Q1	$230K	Hold	22,910	–	–	0.03%	412
2018 Q4	$213K	Hold	22,910	–	–	0.03%	399
2018 Q3	$214K	Hold	22,910	–	–	0.02%	468
2018 Q2	$220K	Hold	22,910	–	–	0.03%	442
2018 Q1	$216K	Hold	22,910	–	–	0.03%	437
2017 Q4	$232K	Buy	+22,910	New	+$233K	0.03%	417

Other funds holding NUV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

GCM

Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's NUV Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Nuveen Municipal Value Fund (NUV) in Q1 2023, closing a stake of 11,597 shares — an estimated $99.7K sold.

Financial Advocates Investment Management first reported a position in NUV in Q4 2017 and held it in 21 quarters. The position peaked at $251K in Q4 2020. 212 funds tracked by Wall St. Rank hold NUV as of Q1 2023.

Financial Advocates Investment Management reported no remaining Nuveen Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 11,597 Nuveen Municipal Value Fund shares in Q1 2023, an estimated $99.7K.
Financial Advocates Investment Management first reported a position in Nuveen Municipal Value Fund in Q4 2017 and held it in 21 quarters.
Financial Advocates Investment Management's Nuveen Municipal Value Fund position peaked at $251K in Q4 2020.
212 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.