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Livelsberger Financial Advisory’s Nuveen Municipal Value Fund NUV Stock Holding History

Livelsberger Financial Advisory’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
2024
Q1 		– Sell
-1,069
Closed -$9.2K – 140
2023
Q4 		$9.2K Buy
+1,069
New +$8.9K 0.01% 304

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Livelsberger Financial Advisory's NUV Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of Nuveen Municipal Value Fund (NUV) in Q1 2024, closing a stake of 1,069 shares — an estimated $9.2K sold.

Livelsberger Financial Advisory first reported a position in NUV in Q4 2023 and held it in 1 quarter. The position peaked at $9.2K in Q4 2023. 219 funds tracked by Wall St. Rank hold NUV as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining Nuveen Municipal Value Fund position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 1,069 Nuveen Municipal Value Fund shares in Q1 2024, an estimated $9.2K.
  • Livelsberger Financial Advisory first reported a position in Nuveen Municipal Value Fund in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Nuveen Municipal Value Fund position peaked at $9.2K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.