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Private Wealth Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

Private Wealth 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
2020
Q4 		– Sell
-1,400
Closed -$7K – 126
2020
Q3 		$7K Buy
+1,400
New +$14.8K ﹤0.01% 107

Other funds holding NUV

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RCM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Private Wealth Partners's NUV Position: Q4 2024 in Review

Private Wealth Partners sold out of Nuveen Municipal Value Fund (NUV) in Q4 2024, closing a stake of 18,700 shares — an estimated $169K sold.

Private Wealth Partners first reported a position in NUV in Q1 2019 and held it in 23 quarters. The position peaked at $4.67M in Q1 2019. 242 funds tracked by Wall St. Rank hold NUV as of Q4 2024.

  • Private Wealth Partners reported no remaining Nuveen Municipal Value Fund position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Partners sold 18,700 Nuveen Municipal Value Fund shares in Q4 2024, an estimated $169K.
  • Private Wealth Partners first reported a position in Nuveen Municipal Value Fund in Q1 2019 and held it in 23 quarters.
  • Private Wealth Partners's Nuveen Municipal Value Fund position peaked at $4.67M in Q1 2019.
  • 242 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2024.

Based on Private Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.