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Institutional & Family Asset Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Institutional & Family Asset 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
2018
Q4 		– Sell
-3,093
Closed -$29K – 862
2018
Q3 		$29K Buy
3,093
+30
+1% +$285 0.01% 398
2018
Q2 		$29K Buy
3,063
+29
+1% +$276 0.01% 393
2018
Q1 		$29K Buy
+3,034
New +$29.3K 0.01% 379

Other funds holding NUV

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Institutional & Family Asset Management's NUV Position: Q4 2018 in Review

Institutional & Family Asset Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2018, closing a stake of 3,093 shares — an estimated $29K sold.

Institutional & Family Asset Management first reported a position in NUV in Q1 2018 and held it in 3 quarters. The position peaked at $29K in Q3 2018. 170 funds tracked by Wall St. Rank hold NUV as of Q4 2018.

  • Institutional & Family Asset Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 3,093 Nuveen Municipal Value Fund shares in Q4 2018, an estimated $29K.
  • Institutional & Family Asset Management first reported a position in Nuveen Municipal Value Fund in Q1 2018 and held it in 3 quarters.
  • Institutional & Family Asset Management's Nuveen Municipal Value Fund position peaked at $29K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2018.

Based on Institutional & Family Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.