SFS
NEV

Sowell Financial Services’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-4,255
Closed -$69K – 3091
2021
Q1 		$69K Hold
4,255
– – ﹤0.01% 1522
2020
Q4 		$69K Hold
4,255
– – ﹤0.01% 1290
2020
Q3 		$62K Hold
4,255
– – ﹤0.01% 1142
2020
Q2 		$62K Hold
4,255
– – ﹤0.01% 1111
2020
Q1 		$55K Sell
4,255
-5,000
-54% -$73.3K ﹤0.01% 1025
2019
Q4 		$138K Hold
9,255
– – 0.01% 822
2019
Q3 		$133K Buy
+9,255
New +$135K 0.01% 754

Other funds holding NEV

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Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sowell Financial Services's NEV Position: Q2 2021 in Review

Sowell Financial Services sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q2 2021, closing a stake of 4,255 shares — an estimated $69K sold.

Sowell Financial Services first reported a position in NEV in Q3 2019 and held it in 7 quarters. The position peaked at $138K in Q4 2019. 47 funds tracked by Wall St. Rank hold NEV as of Q2 2021.

  • Sowell Financial Services reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 4,255 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q2 2021, an estimated $69K.
  • Sowell Financial Services first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $138K in Q4 2019.
  • 47 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.