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Northwest Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-5,067
Closed -$45.7K – 390
2024
Q3 		$45.7K Buy
+5,067
New +$44.7K 0.04% 240

Other funds holding NUV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Northwest Financial Advisors's NUV Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2024, closing a stake of 5,067 shares — an estimated $45.7K sold.

Northwest Financial Advisors first reported a position in NUV in Q3 2024 and held it in 1 quarter. The position peaked at $45.7K in Q3 2024. 242 funds tracked by Wall St. Rank hold NUV as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 5,067 Nuveen Municipal Value Fund shares in Q4 2024, an estimated $45.7K.
  • Northwest Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Nuveen Municipal Value Fund position peaked at $45.7K in Q3 2024.
  • 242 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.