Mid Atlantic Financial Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$428K	Buy	37,800 +250	+0.7%	+$2.9K	0.03%	516
2021 Q2	$433K	Buy	37,550 +5,500	+17%	+$62.5K	0.03%	523
2021 Q1	$357K	Sell	32,050 -150	-0.5%	-$1.67K	0.03%	557
2020 Q4	$357K	Hold	32,200	–	–	0.03%	513
2020 Q3	$352K	Sell	32,200 -500	-2%	-$5.29K	0.03%	455
2020 Q2	$334K	Buy	32,700 +2,950	+10%	+$28.9K	0.03%	451
2020 Q1	$290K	Sell	29,750 -2,000	-6%	-$21K	0.03%	448
2019 Q4	$340K	Sell	31,750 -2,175	-6%	-$22.9K	0.03%	494
2019 Q3	$357K	Buy	33,925 +3,675	+12%	+$38.1K	0.04%	448
2019 Q2	$308K	Buy	30,250 +7,100	+31%	+$71K	0.03%	511
2019 Q1	$232K	Buy	23,150 +900	+4%	+$8.69K	0.03%	582
2018 Q4	$206K	Buy	+22,250	New	+$206K	0.03%	586

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

UCFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

FFG

Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return

RJA

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

Mid Atlantic Financial Management's NUV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Nuveen Municipal Value Fund (NUV) stake by 0.67% in Q3 2021, buying an estimated $2.9K and bringing the position to 37,800 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #516.

Mid Atlantic Financial Management first reported a position in NUV in Q4 2018 and has held it in 12 quarters since. The position peaked at $433K in Q2 2021. 211 funds tracked by Wall St. Rank hold NUV as of Q3 2021.

Mid Atlantic Financial Management held 37,800 shares of Nuveen Municipal Value Fund worth $428K as of Q3 2021.
Mid Atlantic Financial Management bought 250 Nuveen Municipal Value Fund shares in Q3 2021, an estimated $2.9K.
Nuveen Municipal Value Fund made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #516 holding.
Mid Atlantic Financial Management first reported a position in Nuveen Municipal Value Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Nuveen Municipal Value Fund position peaked at $433K in Q2 2021.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.