First New York Securities’s Nuveen Municipal Value Fund NUV Stock Holding History

First New York Securities’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	-39,817	Closed	-$360K	–	444
2013 Q4	$360K	Buy	+39,817	New	+$356K	0.22%	96
2013 Q3	–	Sell	-28,982	Closed	-$277K	–	439
2013 Q2	$277K	Buy	+28,982	New	+$293K	0.1%	146

Other funds holding NUV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

First New York Securities's NUV Position: Q1 2014 in Review

First New York Securities sold out of Nuveen Municipal Value Fund (NUV) in Q1 2014, closing a stake of 39,817 shares — an estimated $360K sold.

First New York Securities first reported a position in NUV in Q2 2013 and held it in 2 quarters. The position peaked at $360K in Q4 2013. 122 funds tracked by Wall St. Rank hold NUV as of Q1 2014.

First New York Securities reported no remaining Nuveen Municipal Value Fund position as of Q1 2014 after selling out during the quarter.
First New York Securities sold 39,817 Nuveen Municipal Value Fund shares in Q1 2014, an estimated $360K.
First New York Securities first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 2 quarters.
First New York Securities's Nuveen Municipal Value Fund position peaked at $360K in Q4 2013.
122 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2014.

Based on First New York Securities's 13F filing for Q1 2014, filed 15 May 2014.