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Goldstone Financial Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Goldstone Financial Group’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
Q3 		– Sell
-35,000
Closed -$305K – 163
2023
Q2 		$305K Buy
+35,000
New +$308K 0.09% 117

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UBS Group
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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
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VanEck Associates
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TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

Goldstone Financial Group's NUV Position: Q3 2023 in Review

Goldstone Financial Group sold out of Nuveen Municipal Value Fund (NUV) in Q3 2023, closing a stake of 35,000 shares — an estimated $305K sold.

Goldstone Financial Group first reported a position in NUV in Q2 2023 and held it in 1 quarter. The position peaked at $305K in Q2 2023. 216 funds tracked by Wall St. Rank hold NUV as of Q3 2023.

  • Goldstone Financial Group reported no remaining Nuveen Municipal Value Fund position as of Q3 2023 after selling out during the quarter.
  • Goldstone Financial Group sold 35,000 Nuveen Municipal Value Fund shares in Q3 2023, an estimated $305K.
  • Goldstone Financial Group first reported a position in Nuveen Municipal Value Fund in Q2 2023 and held it in 1 quarter.
  • Goldstone Financial Group's Nuveen Municipal Value Fund position peaked at $305K in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2023.

Based on Goldstone Financial Group's 13F filing for Q3 2023, filed 15 Jan 2025.