First Foundation Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

First Foundation Advisors’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
2015 Q4	–	Sell	-17,899	Closed	-$176K	–	308
2015 Q3	$176K	Hold	17,899	–	–	0.01%	216
2015 Q2	$172K	Sell	17,899 -9,425	-34%	-$91.8K	0.01%	216
2015 Q1	$271K	Buy	27,324 +10,450	+62%	+$104K	0.02%	191
2014 Q4	$163K	Hold	16,874	–	–	0.01%	227
2014 Q3	$159K	Buy	16,874 +2,200	+15%	+$20.7K	0.02%	214
2014 Q2	$141K	Buy	+14,674	New	+$141K	0.02%	220
2014 Q1	–	Sell	-14,674	Closed	-$133K	–	211
2013 Q4	$133K	Hold	14,674	–	–	0.02%	179
2013 Q3	$134K	Hold	14,674	–	–	0.02%	160
2013 Q2	$140K	Buy	+14,674	New	+$148K	0.03%	132

Other funds holding NUV

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

SWM

Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return

First Foundation Advisors's NUV Position: Q4 2015 in Review

First Foundation Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2015, closing a stake of 17,899 shares — an estimated $176K sold.

First Foundation Advisors first reported a position in NUV in Q2 2013 and held it in 9 quarters. The position peaked at $271K in Q1 2015. 138 funds tracked by Wall St. Rank hold NUV as of Q4 2015.

First Foundation Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2015 after selling out during the quarter.
First Foundation Advisors sold 17,899 Nuveen Municipal Value Fund shares in Q4 2015, an estimated $176K.
First Foundation Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 9 quarters.
First Foundation Advisors's Nuveen Municipal Value Fund position peaked at $271K in Q1 2015.
138 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2015.

Based on First Foundation Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.