Institute for Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Institute for Wealth 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
2019 Q3	–	Sell	-11,967	Closed	-$122K	–	460
2019 Q2	$122K	Hold	11,967	–	–	0.03%	457
2019 Q1	$120K	Buy	+11,967	New	+$116K	0.03%	431
2018 Q1	–	Sell	-18,135	Closed	-$184K	–	356
2017 Q4	$184K	Sell	18,135 -5,800	-24%	-$59K	0.04%	365
2017 Q3	$244K	Buy	23,935 +5,800	+32%	+$59.1K	0.08%	236
2017 Q2	$181K	Buy	+18,135	New	+$181K	0.05%	384

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

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

RVPG

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Institute for Wealth Management's NUV Position: Q3 2019 in Review

Institute for Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q3 2019, closing a stake of 11,967 shares — an estimated $122K sold.

Institute for Wealth Management first reported a position in NUV in Q2 2017 and held it in 5 quarters. The position peaked at $244K in Q3 2017. 180 funds tracked by Wall St. Rank hold NUV as of Q3 2019.

Institute for Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q3 2019 after selling out during the quarter.
Institute for Wealth Management sold 11,967 Nuveen Municipal Value Fund shares in Q3 2019, an estimated $122K.
Institute for Wealth Management first reported a position in Nuveen Municipal Value Fund in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's Nuveen Municipal Value Fund position peaked at $244K in Q3 2017.
180 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2019.

Based on Institute for Wealth Management's 13F filing for Q3 2019, filed 28 Oct 2019.