JFS Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

JFS Wealth Advisors’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 Q4	–	Sell	-1,460	Closed	-$15K	–	538
2019 Q3	$15K	Hold	1,460	–	–	﹤0.01%	331
2019 Q2	$15K	Hold	1,460	–	–	﹤0.01%	334
2019 Q1	$15K	Hold	1,460	–	–	﹤0.01%	324
2018 Q4	$14K	Hold	1,460	–	–	﹤0.01%	317
2018 Q3	$14K	Hold	1,460	–	–	﹤0.01%	366
2018 Q2	$14K	Sell	1,460 -12,500	-90%	-$119K	﹤0.01%	342
2018 Q1	$132K	Buy	13,960 +1,460	+12%	+$14.1K	0.03%	175
2017 Q4	$127K	Hold	12,500	–	–	0.03%	185
2017 Q3	$128K	Buy	+12,500	New	+$127K	0.03%	169

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

JFS Wealth Advisors's NUV Position: Q4 2019 in Review

JFS Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2019, closing a stake of 1,460 shares — an estimated $15K sold.

JFS Wealth Advisors first reported a position in NUV in Q3 2017 and held it in 9 quarters. The position peaked at $132K in Q1 2018. 195 funds tracked by Wall St. Rank hold NUV as of Q4 2019.

JFS Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2019 after selling out during the quarter.
JFS Wealth Advisors sold 1,460 Nuveen Municipal Value Fund shares in Q4 2019, an estimated $15K.
JFS Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2017 and held it in 9 quarters.
JFS Wealth Advisors's Nuveen Municipal Value Fund position peaked at $132K in Q1 2018.
195 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.