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Money Concepts Capital’s Nuveen Municipal Value Fund NUV Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-550
Closed -$4.73K – 2057
2022
Q4 		$4.73K Buy
+550
New +$4.69K ﹤0.01% 2368

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $192M AUM 17.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Money Concepts Capital's NUV Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Municipal Value Fund (NUV) in Q1 2023, closing a stake of 550 shares — an estimated $4.73K sold.

Money Concepts Capital first reported a position in NUV in Q4 2022 and held it in 1 quarter. The position peaked at $4.73K in Q4 2022. 212 funds tracked by Wall St. Rank hold NUV as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 550 Nuveen Municipal Value Fund shares in Q1 2023, an estimated $4.73K.
  • Money Concepts Capital first reported a position in Nuveen Municipal Value Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Nuveen Municipal Value Fund position peaked at $4.73K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.