Sequoia Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-123,369
| Closed | -$1.26M | – | 210 |
|
|
2015
Q4 | $1.26M | Buy |
123,369
+4,222
| +4% | +$43K | 0.51% | 41 |
|
|
2015
Q3 | $1.17M | Buy |
119,147
+11,544
| +11% | +$113K | 0.51% | 41 |
|
|
2015
Q2 | $1.04M | Buy |
107,603
+12,236
| +13% | +$118K | 0.44% | 52 |
|
|
2015
Q1 | $944K | Buy |
95,367
+18,957
| +25% | +$188K | 0.43% | 55 |
|
|
2014
Q4 | $737K | Buy |
76,410
+18,712
| +32% | +$180K | 0.5% | 46 |
|
|
2014
Q3 | $543K | Buy |
57,698
+246
| +0.4% | +$2.32K | 0.38% | 66 |
|
|
2014
Q2 | $554K | Buy |
57,452
+2,214
| +4% | +$21.3K | 0.42% | 60 |
|
|
2014
Q1 | $522K | Buy |
55,238
+34,845
| +171% | +$329K | 0.43% | 67 |
|
|
2013
Q4 | $184K | Buy |
+20,393
| New | +$184K | 0.15% | 145 |
|