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Platform Technology Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Platform Technology 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
2021
Q3 		– Sell
-16,164
Closed -$186K – 259
2021
Q2 		$186K Buy
+16,164
New +$184K 0.08% 229
2020
Q4 		$350K Hold
31,509
– – 0.17% 139
2020
Q3 		$336K Hold
31,509
– – 0.21% 123
2020
Q2 		$321K Hold
31,509
– – 0.23% 124
2020
Q1 		$308K Buy
31,509
+16,164
+105% +$170K 0.28% 111
2019
Q4 		$164K Buy
+15,345
New +$161K 0.12% 161

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UBS Group
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Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return