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GYL Financial Synergies’s Nuveen Municipal Value Fund NUV Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$276K Hold
30,646
– – 0.02% 306
2024
Q2 		$264K Hold
30,646
– – 0.02% 312
2024
Q1 		$267K Hold
30,646
– – 0.02% 312
2023
Q4 		$264K Sell
30,646
-2,240
-7% -$18.6K 0.02% 303
2023
Q3 		$272K Hold
32,886
– – 0.03% 281
2023
Q2 		$286K Buy
32,886
+1,635
+5% +$14.4K 0.03% 285
2023
Q1 		$275K Buy
+31,251
New +$278K 0.03% 242

Other funds holding NUV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return