Selective Wealth Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-5,544	Closed	-$63K	–	691
2021 Q3	$63K	Hold	5,544	–	–	0.03%	234
2021 Q2	$64K	Hold	5,544	–	–	0.05%	163
2021 Q1	$62K	Hold	5,544	–	–	0.06%	112
2020 Q4	$62K	Hold	5,544	–	–	0.04%	101
2020 Q3	$59K	Hold	5,544	–	–	0.05%	89
2020 Q2	$57K	Hold	5,544	–	–	0.05%	97
2020 Q1	$54K	Hold	5,544	–	–	0.08%	58
2019 Q4	$59K	Hold	5,544	–	–	0.07%	68
2019 Q3	$58K	Buy	+5,544	New	+$57.4K	0.08%	70
2018 Q3	$76K	Buy	+8,144	New	+$77.2K	0.91%	27

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

JFGIW

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UCFA

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

BHTS

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

Selective Wealth Management's NUV Position: Q4 2021 in Review

Selective Wealth Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2021, closing a stake of 5,544 shares — an estimated $63K sold.

Selective Wealth Management first reported a position in NUV in Q3 2018 and held it in 10 quarters. The position peaked at $76K in Q3 2018. 246 funds tracked by Wall St. Rank hold NUV as of Q4 2021.

Selective Wealth Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2021 after selling out during the quarter.
Selective Wealth Management sold 5,544 Nuveen Municipal Value Fund shares in Q4 2021, an estimated $63K.
Selective Wealth Management first reported a position in Nuveen Municipal Value Fund in Q3 2018 and held it in 10 quarters.
Selective Wealth Management's Nuveen Municipal Value Fund position peaked at $76K in Q3 2018.
246 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2021.

Based on Selective Wealth Management's 13F filing for Q4 2021, filed 18 Jan 2022.