Private Capital Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Private Capital 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
2022 Q2	–	Sell	-1,000	Closed	-$10K	–	2041
2022 Q1	$10K	Hold	1,000	–	–	﹤0.01%	1279
2021 Q4	$10K	Hold	1,000	–	–	﹤0.01%	1295
2021 Q3	$11K	Buy	+1,000	New	+$11.6K	﹤0.01%	1305

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

JFGIW

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

BHWM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Capital Group's NUV Position: Q2 2022 in Review

Private Capital Group sold out of Nuveen Municipal Value Fund (NUV) in Q2 2022, closing a stake of 1,000 shares — an estimated $10K sold.

Private Capital Group first reported a position in NUV in Q3 2021 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 227 funds tracked by Wall St. Rank hold NUV as of Q2 2022.

Private Capital Group reported no remaining Nuveen Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 1,000 Nuveen Municipal Value Fund shares in Q2 2022, an estimated $10K.
Private Capital Group first reported a position in Nuveen Municipal Value Fund in Q3 2021 and held it in 3 quarters.
Private Capital Group's Nuveen Municipal Value Fund position peaked at $11K in Q3 2021.
227 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.