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Integrated Wealth Management (Palm Desert)’s Nuveen Municipal Value Fund NUV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q3 		– Sell
-2,000
Closed -$22K – 1295
2016
Q2 		$22K Hold
2,000
– – 0.01% 576
2016
Q1 		$21K Buy
+2,000
New +$20.5K 0.01% 552

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NUV Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nuveen Municipal Value Fund (NUV) in Q3 2016, closing a stake of 2,000 shares — an estimated $22K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NUV in Q1 2016 and held it in 2 quarters. The position peaked at $22K in Q2 2016. 144 funds tracked by Wall St. Rank hold NUV as of Q3 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nuveen Municipal Value Fund position as of Q3 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,000 Nuveen Municipal Value Fund shares in Q3 2016, an estimated $22K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nuveen Municipal Value Fund in Q1 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Nuveen Municipal Value Fund position peaked at $22K in Q2 2016.
  • 144 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.