Lehman Financial Resources’s Nuveen Municipal Value Fund NUV Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-2,500	Closed	-$24K	–	246
2015 Q3	$24K	Hold	2,500	–	–	0.01%	229
2015 Q2	$24K	Hold	2,500	–	–	0.01%	239
2015 Q1	$25K	Hold	2,500	–	–	0.01%	229
2014 Q4	$24K	Hold	2,500	–	–	0.01%	217
2014 Q3	$24K	Hold	2,500	–	–	0.01%	213
2014 Q2	$24K	Hold	2,500	–	–	0.01%	210
2014 Q1	$24K	Hold	2,500	–	–	0.01%	202
2013 Q4	$23K	Hold	2,500	–	–	0.01%	202
2013 Q3	$23K	Hold	2,500	–	–	0.01%	191
2013 Q2	$24K	Buy	+2,500	New	+$25.2K	0.02%	160

Other funds holding NUV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

SWM

Stockman Wealth Management Billings, Montana $968M AUM 28.96% 1-Year Est. Return

Lehman Financial Resources's NUV Position: Q4 2015 in Review

Lehman Financial Resources sold out of Nuveen Municipal Value Fund (NUV) in Q4 2015, closing a stake of 2,500 shares — an estimated $24K sold.

Lehman Financial Resources first reported a position in NUV in Q2 2013 and held it in 10 quarters. The position peaked at $25K in Q1 2015. 138 funds tracked by Wall St. Rank hold NUV as of Q4 2015.

Lehman Financial Resources reported no remaining Nuveen Municipal Value Fund position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 2,500 Nuveen Municipal Value Fund shares in Q4 2015, an estimated $24K.
Lehman Financial Resources first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Nuveen Municipal Value Fund position peaked at $25K in Q1 2015.
138 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.