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

Other funds holding NUV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FFG

Frisch Financial Group Melville, New York $583M AUM 23.64% 1-Year Est. Return

RJA

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

Platform Technology Partners's NUV Position: Q3 2021 in Review

Platform Technology Partners sold out of Nuveen Municipal Value Fund (NUV) in Q3 2021, closing a stake of 16,164 shares — an estimated $186K sold.

Platform Technology Partners first reported a position in NUV in Q4 2019 and held it in 6 quarters. The position peaked at $350K in Q4 2020. 211 funds tracked by Wall St. Rank hold NUV as of Q3 2021.

Platform Technology Partners reported no remaining Nuveen Municipal Value Fund position as of Q3 2021 after selling out during the quarter.
Platform Technology Partners sold 16,164 Nuveen Municipal Value Fund shares in Q3 2021, an estimated $186K.
Platform Technology Partners first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 6 quarters.
Platform Technology Partners's Nuveen Municipal Value Fund position peaked at $350K in Q4 2020.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2021.

Based on Platform Technology Partners's 13F filing for Q3 2021, filed 4 Nov 2021.