Sterling Investment Advisors (Pennsylvania)’s Nuveen Municipal Value Fund NUV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-500	Closed	-$4K	–	363
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	467
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	492
2021 Q4	$5K	Hold	500	–	–	﹤0.01%	486
2021 Q3	$6K	Hold	500	–	–	﹤0.01%	470
2021 Q2	$6K	Hold	500	–	–	﹤0.01%	451
2021 Q1	$6K	Hold	500	–	–	﹤0.01%	438
2020 Q4	$6K	Hold	500	–	–	﹤0.01%	400
2020 Q3	$5K	Hold	500	–	–	﹤0.01%	384
2020 Q2	$5K	Hold	500	–	–	﹤0.01%	383
2020 Q1	$4K	Hold	500	–	–	﹤0.01%	357
2019 Q4	$5K	Buy	+500	New	+$5.25K	﹤0.01%	368

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

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

Sterling Investment Advisors (Pennsylvania)'s NUV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Nuveen Municipal Value Fund (NUV) in Q3 2022, closing a stake of 500 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NUV in Q4 2019 and held it in 11 quarters. The position peaked at $6K in Q3 2021. 218 funds tracked by Wall St. Rank hold NUV as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Nuveen Municipal Value Fund position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 500 Nuveen Municipal Value Fund shares in Q3 2022, an estimated $4K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 11 quarters.
Sterling Investment Advisors (Pennsylvania)'s Nuveen Municipal Value Fund position peaked at $6K in Q3 2021.
218 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.