Robert N. Shapiro’s Nuveen Municipal Value Fund NUV Stock Holding History

Robert N. Shapiro’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
2014 Q4	$53K	Hold	5,456	–	–	0.01%	448
2014 Q3	$51K	Hold	5,456	–	–	0.01%	475
2014 Q2	$53K	Hold	5,456	–	–	0.01%	455
2014 Q1	$52K	Hold	5,456	–	–	0.01%	453
2013 Q4	$49K	Hold	5,456	–	–	0.01%	463
2013 Q3	$50K	Hold	5,456	–	–	0.01%	584
2013 Q2	$52K	Buy	+5,456	New	+$55.1K	0.01%	552

Other funds holding NUV

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

Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BHTS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SWM

Stockman Wealth Management Billings, Montana $906M AUM 22.23% 1-Year Est. Return

Robert N. Shapiro's NUV Position: Q4 2014 in Review

Robert N. Shapiro held its Nuveen Municipal Value Fund (NUV) position steady in Q4 2014 at 5,456 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #448.

Robert N. Shapiro first reported a position in NUV in Q2 2013 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold NUV as of Q4 2014.

Robert N. Shapiro held 5,456 shares of Nuveen Municipal Value Fund worth $53K as of Q4 2014.
Robert N. Shapiro left its Nuveen Municipal Value Fund share count unchanged in Q4 2014.
Nuveen Municipal Value Fund made up 0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #448 holding.
Robert N. Shapiro first reported a position in Nuveen Municipal Value Fund in Q2 2013 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.