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

FSB Premier 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
2023 Q2	–	Sell	-14,055	Closed	-$124K	–	157
2023 Q1	$124K	Hold	14,055	–	–	0.07%	144
2022 Q4	$121K	Hold	14,055	–	–	0.07%	146
2022 Q3	$118K	Hold	14,055	–	–	0.07%	132
2022 Q2	$125K	Hold	14,055	–	–	0.07%	128
2022 Q1	$130K	Hold	14,055	–	–	0.07%	134
2021 Q4	$145K	Hold	14,055	–	–	0.06%	148
2021 Q3	$159K	Hold	14,055	–	–	0.08%	104
2021 Q2	$162K	Hold	14,055	–	–	0.08%	101
2021 Q1	$156K	Hold	14,055	–	–	0.08%	99
2020 Q4	$156K	Buy	+14,055	New	+$154K	0.08%	100

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

RCM

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

1CP

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

RJA

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

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

GCM

Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

BHWM

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

FSB Premier Wealth Management's NUV Position: Q2 2023 in Review

FSB Premier Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q2 2023, closing a stake of 14,055 shares — an estimated $124K sold.

FSB Premier Wealth Management first reported a position in NUV in Q4 2020 and held it in 10 quarters. The position peaked at $162K in Q2 2021. 213 funds tracked by Wall St. Rank hold NUV as of Q2 2023.

FSB Premier Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q2 2023 after selling out during the quarter.
FSB Premier Wealth Management sold 14,055 Nuveen Municipal Value Fund shares in Q2 2023, an estimated $124K.
FSB Premier Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2020 and held it in 10 quarters.
FSB Premier Wealth Management's Nuveen Municipal Value Fund position peaked at $162K in Q2 2021.
213 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2023.

Based on FSB Premier Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.