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Householder Group Estate & Retirement Specialist’s Nuveen Municipal Value Fund NUV Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-2,810
Closed -$23K – 837
2022
Q3 		$23K Buy
+2,810
New +$25.2K 0.01% 551

Other funds holding NUV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NUV Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Nuveen Municipal Value Fund (NUV) in Q4 2022, closing a stake of 2,810 shares — an estimated $23K sold.

Householder Group Estate & Retirement Specialist first reported a position in NUV in Q3 2022 and held it in 1 quarter. The position peaked at $23K in Q3 2022. 237 funds tracked by Wall St. Rank hold NUV as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining Nuveen Municipal Value Fund position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,810 Nuveen Municipal Value Fund shares in Q4 2022, an estimated $23K.
  • Householder Group Estate & Retirement Specialist first reported a position in Nuveen Municipal Value Fund in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Nuveen Municipal Value Fund position peaked at $23K in Q3 2022.
  • 237 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.