RFA
NUV icon

Resurgent Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Resurgent Financial 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
2023
Q1 		– Sell
-2,464
Closed -$21.2K – 584
2022
Q4 		$21.2K Buy
+2,464
New +$21K 0.01% 606

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Resurgent Financial Advisors's NUV Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2023, closing a stake of 2,464 shares — an estimated $21.2K sold.

Resurgent Financial Advisors first reported a position in NUV in Q4 2022 and held it in 1 quarter. The position peaked at $21.2K in Q4 2022. 212 funds tracked by Wall St. Rank hold NUV as of Q1 2023.

  • Resurgent Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,464 Nuveen Municipal Value Fund shares in Q1 2023, an estimated $21.2K.
  • Resurgent Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q4 2022 and held it in 1 quarter.
  • Resurgent Financial Advisors's Nuveen Municipal Value Fund position peaked at $21.2K in Q4 2022.
  • 212 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.