MWM
NUV icon

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

Merriman 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
2019
Q1 		– Sell
-14,000
Closed -$132K – 221
2018
Q4 		$132K Buy
+14,000
New +$129K 0.03% 162

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Merriman Wealth Management's NUV Position: Q1 2019 in Review

Merriman Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q1 2019, closing a stake of 14,000 shares — an estimated $132K sold.

Merriman Wealth Management first reported a position in NUV in Q4 2018 and held it in 1 quarter. The position peaked at $132K in Q4 2018. 175 funds tracked by Wall St. Rank hold NUV as of Q1 2019.

  • Merriman Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q1 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 14,000 Nuveen Municipal Value Fund shares in Q1 2019, an estimated $132K.
  • Merriman Wealth Management first reported a position in Nuveen Municipal Value Fund in Q4 2018 and held it in 1 quarter.
  • Merriman Wealth Management's Nuveen Municipal Value Fund position peaked at $132K in Q4 2018.
  • 175 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2019.

Based on Merriman Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.