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Summit Securities Group’s Nuveen Municipal Value Fund NUV Stock Holding History

Summit Securities Group’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
Q2 		– Sell
-100
Closed -$1K – 1148
2022
Q1 		$1K Buy
+100
New +$983 ﹤0.01% 1063

Other funds holding NUV

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Securities Group's NUV Position: Q2 2022 in Review

Summit Securities Group sold out of Nuveen Municipal Value Fund (NUV) in Q2 2022, closing a stake of 100 shares — an estimated $1K sold.

Summit Securities Group first reported a position in NUV in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 227 funds tracked by Wall St. Rank hold NUV as of Q2 2022.

  • Summit Securities Group reported no remaining Nuveen Municipal Value Fund position as of Q2 2022 after selling out during the quarter.
  • Summit Securities Group sold 100 Nuveen Municipal Value Fund shares in Q2 2022, an estimated $1K.
  • Summit Securities Group first reported a position in Nuveen Municipal Value Fund in Q1 2022 and held it in 1 quarter.
  • Summit Securities Group's Nuveen Municipal Value Fund position peaked at $1K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2022.

Based on Summit Securities Group's 13F filing for Q2 2022, filed 2 Aug 2022.