Regal Investment Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Regal Investment 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 Q1	–	Sell	-37,228	Closed	-$413K	–	294
2020 Q4	$413K	Buy	+37,228	New	+$407K	0.05%	313
2020 Q3	–	Sell	-26,954	Closed	-$275K	–	183
2020 Q2	$275K	Buy	+26,954	New	+$264K	0.05%	259
2020 Q1	–	Sell	-12,915	Closed	-$138K	–	212
2019 Q4	$138K	Sell	12,915 -55	-0.4%	-$578	0.02%	333
2019 Q3	$136K	Buy	+12,970	New	+$134K	0.03%	305

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Regal Investment Advisors's NUV Position: Q1 2021 in Review

Regal Investment Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2021, closing a stake of 37,228 shares — an estimated $413K sold.

Regal Investment Advisors first reported a position in NUV in Q3 2019 and held it in 4 quarters. The position peaked at $413K in Q4 2020. 211 funds tracked by Wall St. Rank hold NUV as of Q1 2021.

Regal Investment Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 37,228 Nuveen Municipal Value Fund shares in Q1 2021, an estimated $413K.
Regal Investment Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2019 and held it in 4 quarters.
Regal Investment Advisors's Nuveen Municipal Value Fund position peaked at $413K in Q4 2020.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.