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

Plante Moran 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
2023
Q4 		– Sell
-2,527
Closed -$20.9K – 866
2023
Q3 		$20.9K Hold
2,527
– – ﹤0.01% 427
2023
Q2 		$22K Buy
2,527
+8
+0.3% +$70 ﹤0.01% 425
2023
Q1 		$22.2K Buy
2,519
+132
+6% +$1.17K ﹤0.01% 425
2022
Q4 		$20.5K Buy
2,387
+23
+1% +$196 ﹤0.01% 452
2022
Q3 		$20K Sell
2,364
-1,920
-45% -$17.2K ﹤0.01% 465
2022
Q2 		$38K Buy
4,284
+20
+0.5% +$181 0.01% 349
2022
Q1 		$41K Buy
4,264
+318
+8% +$3.13K 0.01% 362
2021
Q4 		$41K Buy
3,946
+15
+0.4% +$163 0.01% 404
2021
Q3 		$45K Buy
3,931
+113
+3% +$1.31K 0.01% 405
2021
Q2 		$44K Buy
3,818
+348
+10% +$3.96K 0.01% 403
2021
Q1 		$39K Buy
3,470
+623
+22% +$6.95K 0.01% 412
2020
Q4 		$32K Buy
+2,847
New +$31.1K 0.01% 434
2020
Q2 		– Sell
-12,600
Closed -$123K – 820
2020
Q1 		$123K Buy
+12,600
New +$132K 0.06% 168

Other funds holding NUV

Morgan Stanley
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
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
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
VanEck Associates
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's NUV Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2023, closing a stake of 2,527 shares — an estimated $20.9K sold.

Plante Moran Financial Advisors first reported a position in NUV in Q1 2020 and held it in 13 quarters. The position peaked at $123K in Q1 2020. 226 funds tracked by Wall St. Rank hold NUV as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,527 Nuveen Municipal Value Fund shares in Q4 2023, an estimated $20.9K.
  • Plante Moran Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q1 2020 and held it in 13 quarters.
  • Plante Moran Financial Advisors's Nuveen Municipal Value Fund position peaked at $123K in Q1 2020.
  • 226 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.