SLWS
NUV icon

Swaine & Leidel Wealth Services’s Nuveen Municipal Value Fund NUV Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$328 Buy
+328
New +$3.22K 0.25% 52
2021
Q3 		$333K Buy
+29,464
New +$342K 0.29% 49
2021
Q1 		$328K Hold
29,464
– – 0.21% 59
2020
Q4 		$327K Hold
29,464
– – 0.24% 55
2020
Q3 		$314K Hold
29,464
– – 0.31% 47
2020
Q2 		$301K Hold
29,464
– – 0.31% 43
2020
Q1 		$288K Hold
29,464
– – 0.3% 49
2019
Q4 		$315K Hold
29,464
– – 0.26% 47
2019
Q3 		$310K Hold
29,464
– – 0.28% 49
2019
Q2 		$300K Hold
29,464
– – 0.32% 45
2019
Q1 		$295K Hold
29,464
– – 0.37% 40
2018
Q4 		$283K Buy
+29,464
New +$272K 0.45% 37

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Baird Financial Group
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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return