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O'Brien Wealth Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

O'Brien Wealth Partners’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
2018
Q2 		– Sell
-2,500
Closed -$24K – 153
2018
Q1 		$24K Buy
+2,500
New +$24.1K 0.02% 83

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O'Brien Wealth Partners's NUV Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Nuveen Municipal Value Fund (NUV) in Q2 2018, closing a stake of 2,500 shares — an estimated $24K sold.

O'Brien Wealth Partners first reported a position in NUV in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 151 funds tracked by Wall St. Rank hold NUV as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining Nuveen Municipal Value Fund position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 2,500 Nuveen Municipal Value Fund shares in Q2 2018, an estimated $24K.
  • O'Brien Wealth Partners first reported a position in Nuveen Municipal Value Fund in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Nuveen Municipal Value Fund position peaked at $24K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.