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Founders Financial Alliance’s Nuveen Municipal Value Fund NUV Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,900
Closed -$20K – 973
2020
Q3 		$20K Buy
+1,900
New +$20.1K 0.01% 581

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JFGIW
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Founders Financial Alliance's NUV Position: Q4 2020 in Review

Founders Financial Alliance sold out of Nuveen Municipal Value Fund (NUV) in Q4 2020, closing a stake of 1,900 shares — an estimated $20K sold.

Founders Financial Alliance first reported a position in NUV in Q3 2020 and held it in 1 quarter. The position peaked at $20K in Q3 2020. 208 funds tracked by Wall St. Rank hold NUV as of Q4 2020.

  • Founders Financial Alliance reported no remaining Nuveen Municipal Value Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,900 Nuveen Municipal Value Fund shares in Q4 2020, an estimated $20K.
  • Founders Financial Alliance first reported a position in Nuveen Municipal Value Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Nuveen Municipal Value Fund position peaked at $20K in Q3 2020.
  • 208 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.