GI
NEV

Gradient Investments’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Gradient Investments’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100
Closed -$1K – 1288
2019
Q3 		$1K Buy
+100
New +$1.46K ﹤0.01% 1081
2018
Q4 		– Sell
-2,220
Closed -$29K – 1133
2018
Q3 		$29K Hold
2,220
– – ﹤0.01% 433
2018
Q2 		$30K Hold
2,220
– – ﹤0.01% 419
2018
Q1 		$30K Hold
2,220
– – ﹤0.01% 415
2017
Q4 		$32K Buy
+2,220
New +$32K ﹤0.01% 411
2017
Q3 		– Sell
-2,220
Closed -$32K – 774
2017
Q2 		$32K Hold
2,220
– – ﹤0.01% 357
2017
Q1 		$31K Hold
2,220
– – ﹤0.01% 359
2016
Q4 		$31K Hold
2,220
– – ﹤0.01% 312
2016
Q3 		$35K Hold
2,220
– – ﹤0.01% 297
2016
Q2 		$36K Buy
2,220
+250
+13% +$4.04K ﹤0.01% 286
2016
Q1 		$31K Hold
1,970
– – ﹤0.01% 298
2015
Q4 		$31K Hold
1,970
– – ﹤0.01% 288
2015
Q3 		$29K Hold
1,970
– – ﹤0.01% 273
2015
Q2 		$28K Hold
1,970
– – ﹤0.01% 290
2015
Q1 		$31K Hold
1,970
– – ﹤0.01% 289
2014
Q4 		$30K Hold
1,970
– – ﹤0.01% 275
2014
Q3 		$29K Buy
1,970
+31
+2% +$460 0.01% 250
2014
Q2 		$29K Buy
1,939
+33
+2% +$475 0.01% 259
2014
Q1 		$26K Buy
1,906
+21
+1% +$290 0.01% 255
2013
Q4 		$24K Buy
1,885
+45
+2% +$594 0.01% 286
2013
Q3 		$25K Buy
1,840
+32
+2% +$432 0.01% 213
2013
Q2 		$26K Buy
+1,808
New +$28.3K 0.01% 212

Other funds holding NEV

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Gradient Investments's NEV Position: Q4 2019 in Review

Gradient Investments sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q4 2019, closing a stake of 100 shares — an estimated $1K sold.

Gradient Investments first reported a position in NEV in Q2 2013 and held it in 22 quarters. The position peaked at $36K in Q2 2016. 49 funds tracked by Wall St. Rank hold NEV as of Q4 2019.

  • Gradient Investments reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q4 2019 after selling out during the quarter.
  • Gradient Investments sold 100 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q4 2019, an estimated $1K.
  • Gradient Investments first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q2 2013 and held it in 22 quarters.
  • Gradient Investments's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $36K in Q2 2016.
  • 49 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.