Level Four Financial’s Nuveen Municipal Value Fund NUV Stock Holding History

Level Four Financial’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 Q3	$239K	Buy	21,127 +250	+1%	+$2.9K	0.1%	242
2021 Q2	$241K	Buy	20,877 +430	+2%	+$4.89K	0.1%	253
2021 Q1	$228K	Hold	20,447	–	–	0.11%	238
2020 Q4	$227K	Buy	+20,447	New	+$224K	0.1%	257

Other funds holding NUV

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

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

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

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

FFG

Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

RJA

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

Level Four Financial's NUV Position: Q3 2021 in Review

Level Four Financial increased its Nuveen Municipal Value Fund (NUV) stake by 1.2% in Q3 2021, buying an estimated $2.9K and bringing the position to 21,127 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #242.

Level Four Financial first reported a position in NUV in Q4 2020 and has held it in 4 quarters since. The position peaked at $241K in Q2 2021. 211 funds tracked by Wall St. Rank hold NUV as of Q3 2021.

Level Four Financial held 21,127 shares of Nuveen Municipal Value Fund worth $239K as of Q3 2021.
Level Four Financial bought 250 Nuveen Municipal Value Fund shares in Q3 2021, an estimated $2.9K.
Nuveen Municipal Value Fund made up 0.1% of Level Four Financial's portfolio in Q3 2021, its #242 holding.
Level Four Financial first reported a position in Nuveen Municipal Value Fund in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Nuveen Municipal Value Fund position peaked at $241K in Q2 2021.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.