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Loveless Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Loveless Wealth Management’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
2020
Q1 		– Sell
-48,630
Closed -$521K – 108
2019
Q4 		$521K Buy
+48,630
New +$511K 0.45% 64

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Loveless Wealth Management's NUV Position: Q1 2020 in Review

Loveless Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q1 2020, closing a stake of 48,630 shares — an estimated $521K sold.

Loveless Wealth Management first reported a position in NUV in Q4 2019 and held it in 1 quarter. The position peaked at $521K in Q4 2019. 204 funds tracked by Wall St. Rank hold NUV as of Q1 2020.

  • Loveless Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q1 2020 after selling out during the quarter.
  • Loveless Wealth Management sold 48,630 Nuveen Municipal Value Fund shares in Q1 2020, an estimated $521K.
  • Loveless Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 1 quarter.
  • Loveless Wealth Management's Nuveen Municipal Value Fund position peaked at $521K in Q4 2019.
  • 204 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2020.

Based on Loveless Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.