Ranch Capital Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-9,333	Closed	-$106K	–	423
2021 Q3	$106K	Buy	9,333 +10	+0.1%	+$116	0.07%	202
2021 Q2	$107K	Buy	9,323 +1,223	+15%	+$13.9K	0.06%	209
2021 Q1	$90K	Hold	8,100	–	–	0.06%	229
2020 Q4	$89K	Hold	8,100	–	–	0.06%	225
2020 Q3	$86K	Hold	8,100	–	–	0.07%	218
2020 Q2	$86K	Hold	8,100	–	–	0.07%	227
2020 Q1	$79K	Hold	8,100	–	–	0.08%	207
2019 Q4	$87K	Buy	+8,100	New	+$85.1K	0.07%	234

Other funds holding NUV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Ranch Capital Advisors's NUV Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2021, closing a stake of 9,333 shares — an estimated $106K sold.

Ranch Capital Advisors first reported a position in NUV in Q4 2019 and held it in 8 quarters. The position peaked at $107K in Q2 2021. 246 funds tracked by Wall St. Rank hold NUV as of Q4 2021.

Ranch Capital Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 9,333 Nuveen Municipal Value Fund shares in Q4 2021, an estimated $106K.
Ranch Capital Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Nuveen Municipal Value Fund position peaked at $107K in Q2 2021.
246 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.