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Hudock Inc’s Nuveen Municipal Value Fund NUV Stock Holding History

Hudock Inc’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
2017
Q4 		– Sell
-1,755
Closed -$17K – 662
2017
Q3 		$17K Buy
1,755
+17
+1% +$173 0.01% 372
2017
Q2 		$17K Buy
1,738
+17
+1% +$170 0.01% 354
2017
Q1 		$16K Buy
1,721
+12
+0.7% +$116 0.01% 351
2016
Q4 		$16K Buy
1,709
+22
+1% +$216 0.01% 331
2016
Q3 		$17K Buy
1,687
+16
+1% +$171 0.01% 336
2016
Q2 		$18K Buy
1,671
+15
+0.9% +$158 0.01% 343
2016
Q1 		$17K Buy
1,656
+11
+0.7% +$113 0.01% 353
2015
Q4 		$16K Buy
1,645
+21
+1% +$209 0.01% 333
2015
Q3 		$15K Buy
1,624
+17
+1% +$165 0.01% 358
2015
Q2 		$15K Buy
1,607
+17
+1% +$166 0.01% 358
2015
Q1 		$16K Buy
1,590
+10
+0.6% +$99 0.01% 367
2014
Q4 		$15K Buy
1,580
+23
+1% +$220 0.01% 349
2014
Q3 		$15K Buy
1,557
+18
+1% +$169 0.01% 349
2014
Q2 		$15K Buy
1,539
+17
+1% +$164 0.02% 359
2014
Q1 		$14K Buy
1,522
+11
+0.7% +$103 0.01% 344
2013
Q4 		$14K Buy
1,511
+25
+2% +$224 0.01% 350
2013
Q3 		$14K Buy
1,486
+18
+1% +$164 0.01% 307
2013
Q2 		$14K Buy
+1,468
New +$14.8K 0.02% 320

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Hudock Inc's NUV Position: Q4 2017 in Review

Hudock Inc sold out of Nuveen Municipal Value Fund (NUV) in Q4 2017, closing a stake of 1,755 shares — an estimated $17K sold.

Hudock Inc first reported a position in NUV in Q2 2013 and held it in 18 quarters. The position peaked at $18K in Q2 2016. 153 funds tracked by Wall St. Rank hold NUV as of Q4 2017.

  • Hudock Inc reported no remaining Nuveen Municipal Value Fund position as of Q4 2017 after selling out during the quarter.
  • Hudock Inc sold 1,755 Nuveen Municipal Value Fund shares in Q4 2017, an estimated $17K.
  • Hudock Inc first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 18 quarters.
  • Hudock Inc's Nuveen Municipal Value Fund position peaked at $18K in Q2 2016.
  • 153 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2017.

Based on Hudock Inc's 13F filing for Q4 2017, filed 30 Jan 2018.