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ORG Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

ORG 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
2025
Q1 		– Sell
-17,742
Closed -$152K – 1536
2024
Q4 		$152K Buy
17,742
+675
+4% +$6K 0.02% 362
2024
Q3 		$154K Sell
17,067
-2,432
-12% -$21.5K 0.02% 321
2024
Q2 		$168K Buy
19,499
+9,875
+103% +$84.4K 0.02% 466
2024
Q1 		$83.6K Buy
+9,624
New +$83.8K 0.16% 83

Other funds holding NUV

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

ORG Partners's NUV Position: Q1 2025 in Review

ORG Partners sold out of Nuveen Municipal Value Fund (NUV) in Q1 2025, closing a stake of 17,742 shares — an estimated $152K sold.

ORG Partners first reported a position in NUV in Q1 2024 and held it in 4 quarters. The position peaked at $168K in Q2 2024. 232 funds tracked by Wall St. Rank hold NUV as of Q1 2025.

  • ORG Partners reported no remaining Nuveen Municipal Value Fund position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 17,742 Nuveen Municipal Value Fund shares in Q1 2025, an estimated $152K.
  • ORG Partners first reported a position in Nuveen Municipal Value Fund in Q1 2024 and held it in 4 quarters.
  • ORG Partners's Nuveen Municipal Value Fund position peaked at $168K in Q2 2024.
  • 232 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.