IberiaBank’s Nuveen Municipal Value Fund NUV Stock Holding History

IberiaBank’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
2018 Q1	–	Sell	-10,169	Closed	-$103K	–	238
2017 Q4	$103K	Hold	10,169	–	–	0.02%	233
2017 Q3	$105K	Buy	+10,169	New	+$104K	0.02%	221

Other funds holding NUV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IberiaBank's NUV Position: Q1 2018 in Review

IberiaBank sold out of Nuveen Municipal Value Fund (NUV) in Q1 2018, closing a stake of 10,169 shares — an estimated $103K sold.

IberiaBank first reported a position in NUV in Q3 2017 and held it in 2 quarters. The position peaked at $105K in Q3 2017. 161 funds tracked by Wall St. Rank hold NUV as of Q1 2018.

IberiaBank reported no remaining Nuveen Municipal Value Fund position as of Q1 2018 after selling out during the quarter.
IberiaBank sold 10,169 Nuveen Municipal Value Fund shares in Q1 2018, an estimated $103K.
IberiaBank first reported a position in Nuveen Municipal Value Fund in Q3 2017 and held it in 2 quarters.
IberiaBank's Nuveen Municipal Value Fund position peaked at $105K in Q3 2017.
161 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2018.

Based on IberiaBank's 13F filing for Q1 2018, filed 12 Apr 2018.