Forvis Mazars Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Forvis Mazars Wealth 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
2017 Q3	–	Sell	-13,049	Closed	-$130K	–	230
2017 Q2	$130K	Buy	+13,049	New	+$130K	0.01%	218

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

BHTS

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Forvis Mazars Wealth Advisors's NUV Position: Q3 2017 in Review

Forvis Mazars Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2017, closing a stake of 13,049 shares — an estimated $130K sold.

Forvis Mazars Wealth Advisors first reported a position in NUV in Q2 2017 and held it in 1 quarter. The position peaked at $130K in Q2 2017. 141 funds tracked by Wall St. Rank hold NUV as of Q3 2017.

Forvis Mazars Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2017 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 13,049 Nuveen Municipal Value Fund shares in Q3 2017, an estimated $130K.
Forvis Mazars Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2017 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's Nuveen Municipal Value Fund position peaked at $130K in Q2 2017.
141 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2017.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2017, filed 13 Oct 2017.