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Gradient Investments’s Nuveen Municipal Value Fund NUV Stock Holding History

Gradient Investments’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
2014
Q1 		– Sell
-20,000
Closed -$181K – 597
2013
Q4 		$181K Buy
+20,000
New +$179K 0.05% 165

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Gradient Investments's NUV Position: Q1 2014 in Review

Gradient Investments sold out of Nuveen Municipal Value Fund (NUV) in Q1 2014, closing a stake of 20,000 shares — an estimated $181K sold.

Gradient Investments first reported a position in NUV in Q4 2013 and held it in 1 quarter. The position peaked at $181K in Q4 2013. 122 funds tracked by Wall St. Rank hold NUV as of Q1 2014.

  • Gradient Investments reported no remaining Nuveen Municipal Value Fund position as of Q1 2014 after selling out during the quarter.
  • Gradient Investments sold 20,000 Nuveen Municipal Value Fund shares in Q1 2014, an estimated $181K.
  • Gradient Investments first reported a position in Nuveen Municipal Value Fund in Q4 2013 and held it in 1 quarter.
  • Gradient Investments's Nuveen Municipal Value Fund position peaked at $181K in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2014.

Based on Gradient Investments's 13F filing for Q1 2014, filed 11 Apr 2014.