Frontier Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Frontier Wealth 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
2022 Q2	$89K	Buy	+10,000	New	+$90.6K	0.01%	378
2015 Q2	–	Sell	-50,000	Closed	-$495K	–	372
2015 Q1	$495K	Hold	50,000	–	–	0.08%	169
2014 Q4	$483K	Buy	+50,000	New	+$478K	0.09%	147

Other funds holding NUV

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

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

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

1CP

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

JFGIW

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

BHWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Frontier Wealth Management's NUV Position: Q2 2022 in Review

Frontier Wealth Management opened a new position in Nuveen Municipal Value Fund (NUV) in Q2 2022: 10,000 shares worth $89K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Frontier Wealth Management previously reported a position in NUV as recently as Q1 2015.

Frontier Wealth Management first reported a position in NUV in Q4 2014 and has held it in 3 quarters since. The position peaked at $495K in Q1 2015. 227 funds tracked by Wall St. Rank hold NUV as of Q2 2022.

Frontier Wealth Management held 10,000 shares of Nuveen Municipal Value Fund worth $89K as of Q2 2022.
Nuveen Municipal Value Fund was a new Frontier Wealth Management position in Q2 2022.
Nuveen Municipal Value Fund made up 0.01% of Frontier Wealth Management's portfolio in Q2 2022, its #378 holding.
Frontier Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2014 and has held it in 3 quarters since.
Frontier Wealth Management's Nuveen Municipal Value Fund position peaked at $495K in Q1 2015.
227 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.