Investors Research Corp’s Nuveen Municipal Value Fund NUV Stock Holding History

Investors Research Corp’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
2021 Q1	–	Sell	-1,500	Closed	-$17K	–	1041
2020 Q4	$17K	Hold	1,500	–	–	0.01%	769
2020 Q3	$16K	Hold	1,500	–	–	0.01%	732
2020 Q2	$15K	Hold	1,500	–	–	0.01%	731
2020 Q1	$15K	Hold	1,500	–	–	0.01%	689
2019 Q4	$16K	Hold	1,500	–	–	0.01%	757
2019 Q3	$16K	Hold	1,500	–	–	0.01%	762
2019 Q2	$15K	Hold	1,500	–	–	0.01%	748
2019 Q1	$15K	Buy	+1,500	New	+$14.5K	0.01%	736

Other funds holding NUV

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

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

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

JFGIW

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

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

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

UCFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

RJA

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

Investors Research Corp's NUV Position: Q1 2021 in Review

Investors Research Corp sold out of Nuveen Municipal Value Fund (NUV) in Q1 2021, closing a stake of 1,500 shares — an estimated $17K sold.

Investors Research Corp first reported a position in NUV in Q1 2019 and held it in 8 quarters. The position peaked at $17K in Q4 2020. 211 funds tracked by Wall St. Rank hold NUV as of Q1 2021.

Investors Research Corp reported no remaining Nuveen Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
Investors Research Corp sold 1,500 Nuveen Municipal Value Fund shares in Q1 2021, an estimated $17K.
Investors Research Corp first reported a position in Nuveen Municipal Value Fund in Q1 2019 and held it in 8 quarters.
Investors Research Corp's Nuveen Municipal Value Fund position peaked at $17K in Q4 2020.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2021.

Based on Investors Research Corp's 13F filing for Q1 2021, filed 28 Apr 2021.