MassMutual Private Wealth & Trust’s Nuveen Municipal Value Fund NUV Stock Holding History

MassMutual Private Wealth & Trust’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
2019 Q4	–	Sell	-1,000	Closed	-$11K	–	860
2019 Q3	$11K	Buy	+1,000	New	+$10.4K	﹤0.01%	573
2018 Q1	–	Sell	-3,177	Closed	-$32.2K	–	1047
2017 Q4	$32.2K	Buy	+3,177	New	+$32.3K	﹤0.01%	486
2017 Q1	–	Sell	-3,177	Closed	-$30.4K	–	1052
2016 Q4	$30.4K	Buy	+3,177	New	+$31.2K	﹤0.01%	391

Other funds holding NUV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RJA

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's NUV Position: Q4 2019 in Review

MassMutual Private Wealth & Trust sold out of Nuveen Municipal Value Fund (NUV) in Q4 2019, closing a stake of 1,000 shares — an estimated $11K sold.

MassMutual Private Wealth & Trust first reported a position in NUV in Q4 2016 and held it in 3 quarters. The position peaked at $32.2K in Q4 2017. 195 funds tracked by Wall St. Rank hold NUV as of Q4 2019.

MassMutual Private Wealth & Trust reported no remaining Nuveen Municipal Value Fund position as of Q4 2019 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 1,000 Nuveen Municipal Value Fund shares in Q4 2019, an estimated $11K.
MassMutual Private Wealth & Trust first reported a position in Nuveen Municipal Value Fund in Q4 2016 and held it in 3 quarters.
MassMutual Private Wealth & Trust's Nuveen Municipal Value Fund position peaked at $32.2K in Q4 2017.
195 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2019, filed 15 May 2020.