Peak Capital Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Peak Capital Management’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 Q3	–	Sell	-20,000	Closed	-$191K	–	135
2018 Q2	$191K	Buy	+20,000	New	+$190K	0.12%	56
2018 Q1	–	Sell	-24,000	Closed	-$246K	–	88
2017 Q4	$246K	Hold	24,000	–	–	0.17%	54
2017 Q3	$246K	Hold	24,000	–	–	0.16%	56
2017 Q2	$239K	Buy	+24,000	New	+$240K	0.13%	98

Other funds holding NUV

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peak Capital Management's NUV Position: Q3 2018 in Review

Peak Capital Management sold out of Nuveen Municipal Value Fund (NUV) in Q3 2018, closing a stake of 20,000 shares — an estimated $191K sold.

Peak Capital Management first reported a position in NUV in Q2 2017 and held it in 4 quarters. The position peaked at $246K in Q4 2017. 164 funds tracked by Wall St. Rank hold NUV as of Q3 2018.

Peak Capital Management reported no remaining Nuveen Municipal Value Fund position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 20,000 Nuveen Municipal Value Fund shares in Q3 2018, an estimated $191K.
Peak Capital Management first reported a position in Nuveen Municipal Value Fund in Q2 2017 and held it in 4 quarters.
Peak Capital Management's Nuveen Municipal Value Fund position peaked at $246K in Q4 2017.
164 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.