MWAC
Mariner Wealth Advisors (Cincinnati)’s Nuveen Municipal Value Fund NUV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,900
| Closed | -$253K | – | 252 |
|
|
2016
Q3 | $253K | Hold |
23,900
| – | – | 0.02% | 229 |
|
|
2016
Q2 | $259K | Hold |
23,900
| – | – | 0.02% | 224 |
|
|
2016
Q1 | $250K | Hold |
23,900
| – | – | 0.02% | 214 |
|
|
2015
Q4 | $243K | Buy |
+23,900
| New | +$243K | 0.02% | 210 |
|