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Lebenthal Global Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Lebenthal Global 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
2021
Q1 		– Sell
-1,864
Closed -$20K – 398
2020
Q4 		$20K Buy
+1,864
New +$20.4K 0.01% 373

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JFGIW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Lebenthal Global Advisors's NUV Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2021, closing a stake of 1,864 shares — an estimated $20K sold.

Lebenthal Global Advisors first reported a position in NUV in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 211 funds tracked by Wall St. Rank hold NUV as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 1,864 Nuveen Municipal Value Fund shares in Q1 2021, an estimated $20K.
  • Lebenthal Global Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Nuveen Municipal Value Fund position peaked at $20K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.