Hanson & Doremus Investment Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Hanson & Doremus Investment 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
2022 Q3	–	Sell	-6,640	Closed	-$59K	–	533
2022 Q2	$59K	Hold	6,640	–	–	0.01%	279
2022 Q1	$64K	Hold	6,640	–	–	0.01%	289
2021 Q4	$69K	Hold	6,640	–	–	0.01%	284
2021 Q3	$75K	Hold	6,640	–	–	0.02%	268
2021 Q2	$71K	Hold	6,640	–	–	0.02%	232
2021 Q1	$74K	Hold	6,640	–	–	0.02%	266
2020 Q4	$74K	Hold	6,640	–	–	0.02%	251
2020 Q3	$71K	Hold	6,640	–	–	0.02%	232
2020 Q2	$68K	Hold	6,640	–	–	0.02%	237
2020 Q1	$65K	Hold	6,640	–	–	0.02%	239
2019 Q4	$71K	Hold	6,640	–	–	0.02%	257
2019 Q3	$70K	Hold	6,640	–	–	0.02%	256
2019 Q2	$68K	Buy	+6,640	New	+$66.4K	0.02%	258
2018 Q2	–	Sell	-6,640	Closed	-$63K	–	504
2018 Q1	$63K	Hold	6,640	–	–	0.02%	275
2017 Q4	$67K	Buy	+6,640	New	+$67.5K	0.02%	268
2017 Q3	–	Sell	-4,270	Closed	-$43K	–	498
2017 Q2	$43K	Hold	4,270	–	–	0.02%	290
2017 Q1	$42K	Hold	4,270	–	–	0.02%	283
2016 Q4	$40.8K	Hold	4,270	–	–	0.02%	273
2016 Q3	$45K	Hold	4,270	–	–	0.02%	255
2016 Q2	$46K	Hold	4,270	–	–	0.02%	254
2016 Q1	$45K	Hold	4,270	–	–	0.02%	264
2015 Q4	$43K	Hold	4,270	–	–	0.02%	270
2015 Q3	$42K	Hold	4,270	–	–	0.02%	261
2015 Q2	$41K	Hold	4,270	–	–	0.02%	274
2015 Q1	$42K	Hold	4,270	–	–	0.02%	271
2014 Q4	$41K	Hold	4,270	–	–	0.02%	279
2014 Q3	$40K	Hold	4,270	–	–	0.02%	271
2014 Q2	$41K	Hold	4,270	–	–	0.02%	271
2014 Q1	$40K	Hold	4,270	–	–	0.02%	268
2013 Q4	$39K	Hold	4,270	–	–	0.02%	263
2013 Q3	$39K	Buy	+4,270	New	+$38.9K	0.02%	255

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

1CP

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

RCM

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BHWM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hanson & Doremus Investment Management's NUV Position: Q3 2022 in Review

Hanson & Doremus Investment Management sold out of Nuveen Municipal Value Fund (NUV) in Q3 2022, closing a stake of 6,640 shares — an estimated $59K sold.

Hanson & Doremus Investment Management first reported a position in NUV in Q3 2013 and held it in 31 quarters. The position peaked at $75K in Q3 2021. 218 funds tracked by Wall St. Rank hold NUV as of Q3 2022.

Hanson & Doremus Investment Management reported no remaining Nuveen Municipal Value Fund position as of Q3 2022 after selling out during the quarter.
Hanson & Doremus Investment Management sold 6,640 Nuveen Municipal Value Fund shares in Q3 2022, an estimated $59K.
Hanson & Doremus Investment Management first reported a position in Nuveen Municipal Value Fund in Q3 2013 and held it in 31 quarters.
Hanson & Doremus Investment Management's Nuveen Municipal Value Fund position peaked at $75K in Q3 2021.
218 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2022.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2022, filed 20 Oct 2022.