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RegentAtlantic Capital’s Nuveen Municipal Value Fund NUV Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-500
Closed -$4.83K – 728
2014
Q4 		$4.83K Buy
+500
New +$4.78K ﹤0.01% 1015

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
SFPIA
Stevens First Principles Investment Advisors Newport Beach, California $172M AUM 9.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return

RegentAtlantic Capital's NUV Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Nuveen Municipal Value Fund (NUV) in Q1 2015, closing a stake of 500 shares — an estimated $4.83K sold.

RegentAtlantic Capital first reported a position in NUV in Q4 2014 and held it in 1 quarter. The position peaked at $4.83K in Q4 2014. 118 funds tracked by Wall St. Rank hold NUV as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Nuveen Municipal Value Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 500 Nuveen Municipal Value Fund shares in Q1 2015, an estimated $4.83K.
  • RegentAtlantic Capital first reported a position in Nuveen Municipal Value Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Nuveen Municipal Value Fund position peaked at $4.83K in Q4 2014.
  • 118 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.