Patriot Investment Management Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Patriot Investment Management Group’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	-10,000	Closed	-$90.5K	–	341
2022 Q4	$90.5K	Hold	10,000	–	–	0.01%	284
2022 Q3	$84K	Hold	10,000	–	–	0.01%	237
2022 Q2	$89K	Hold	10,000	–	–	0.01%	241
2022 Q1	$95K	Hold	10,000	–	–	0.01%	249
2021 Q4	$103K	Hold	10,000	–	–	0.01%	249
2021 Q3	$113K	Hold	10,000	–	–	0.01%	240
2021 Q2	$115K	Hold	10,000	–	–	0.01%	244
2021 Q1	$111K	Buy	+10,000	New	+$112K	0.01%	232
2020 Q4	–	Sell	-10,000	Closed	-$106K	–	195
2020 Q3	$106K	Hold	10,000	–	–	0.01%	211
2020 Q2	$102K	Hold	10,000	–	–	0.01%	262
2020 Q1	$97K	Buy	+10,000	New	+$105K	0.01%	200
2019 Q4	–	Sell	-10,000	Closed	-$105K	–	221
2019 Q3	$105K	Hold	10,000	–	–	0.01%	211
2019 Q2	$101K	Hold	10,000	–	–	0.01%	214
2019 Q1	$100K	Buy	+10,000	New	+$96.5K	0.01%	211

Other funds holding NUV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

GCM

Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patriot Investment Management Group's NUV Position: Q1 2023 in Review

Patriot Investment Management Group sold out of Nuveen Municipal Value Fund (NUV) in Q1 2023, closing a stake of 10,000 shares — an estimated $90.5K sold.

Patriot Investment Management Group first reported a position in NUV in Q1 2019 and held it in 14 quarters. The position peaked at $115K in Q2 2021. 212 funds tracked by Wall St. Rank hold NUV as of Q1 2023.

Patriot Investment Management Group reported no remaining Nuveen Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
Patriot Investment Management Group sold 10,000 Nuveen Municipal Value Fund shares in Q1 2023, an estimated $90.5K.
Patriot Investment Management Group first reported a position in Nuveen Municipal Value Fund in Q1 2019 and held it in 14 quarters.
Patriot Investment Management Group's Nuveen Municipal Value Fund position peaked at $115K in Q2 2021.
212 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2023.

Based on Patriot Investment Management Group's 13F filing for Q1 2023, filed 19 Apr 2023.