SWM
NEV

Selective Wealth Management’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Selective Wealth Management’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-775
Closed -$11K – 383
2020
Q3 		$11K Hold
775
– – 0.01% 199
2020
Q2 		$11K Hold
775
– – 0.01% 236
2020
Q1 		$10K Hold
775
– – 0.02% 156
2019
Q4 		$12K Hold
775
– – 0.01% 151
2019
Q3 		$11K Buy
+775
New +$11.3K 0.02% 165
2018
Q3 		$10K Buy
+775
New +$10.7K 0.12% 90

Other funds holding NEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Selective Wealth Management's NEV Position: Q4 2020 in Review

Selective Wealth Management sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q4 2020, closing a stake of 775 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in NEV in Q3 2018 and held it in 6 quarters. The position peaked at $12K in Q4 2019. 44 funds tracked by Wall St. Rank hold NEV as of Q4 2020.

  • Selective Wealth Management reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q4 2020 after selling out during the quarter.
  • Selective Wealth Management sold 775 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q4 2020, an estimated $11K.
  • Selective Wealth Management first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q3 2018 and held it in 6 quarters.
  • Selective Wealth Management's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $12K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q4 2020.

Based on Selective Wealth Management's 13F filing for Q4 2020, filed 22 Jan 2021.