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Legacy Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Legacy 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
Q3 		– Sell
-1,562
Closed -$16K – 258
2019
Q2 		$16K Hold
1,562
– – 0.01% 273
2019
Q1 		$16K Buy
+1,562
New +$15.1K 0.01% 296

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Legacy Advisors's NUV Position: Q3 2019 in Review

Legacy Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2019, closing a stake of 1,562 shares — an estimated $16K sold.

Legacy Advisors first reported a position in NUV in Q1 2019 and held it in 2 quarters. The position peaked at $16K in Q2 2019. 180 funds tracked by Wall St. Rank hold NUV as of Q3 2019.

  • Legacy Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 1,562 Nuveen Municipal Value Fund shares in Q3 2019, an estimated $16K.
  • Legacy Advisors first reported a position in Nuveen Municipal Value Fund in Q1 2019 and held it in 2 quarters.
  • Legacy Advisors's Nuveen Municipal Value Fund position peaked at $16K in Q2 2019.
  • 180 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.