TCI Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

TCI Wealth Advisors’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
2021 Q4	–	Sell	-750	Closed	-$8K	–	2450
2021 Q3	$8K	Hold	750	–	–	﹤0.01%	1273
2021 Q2	$9K	Hold	750	–	–	﹤0.01%	1052
2021 Q1	$8K	Hold	750	–	–	﹤0.01%	996
2020 Q4	$8K	Hold	750	–	–	﹤0.01%	717
2020 Q3	$8K	Hold	750	–	–	﹤0.01%	640
2020 Q2	$8K	Hold	750	–	–	﹤0.01%	628
2020 Q1	$7K	Hold	750	–	–	﹤0.01%	642
2019 Q4	$8K	Hold	750	–	–	﹤0.01%	755
2019 Q3	$8K	Buy	+750	New	+$7.77K	﹤0.01%	696
2013 Q4	–	Sell	-2,250	Closed	-$21K	–	878
2013 Q3	$21K	Hold	2,250	–	–	0.02%	290
2013 Q2	$22K	Buy	+2,250	New	+$22.7K	0.02%	297

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

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

TCI Wealth Advisors's NUV Position: Q4 2021 in Review

TCI Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q4 2021, closing a stake of 750 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in NUV in Q2 2013 and held it in 11 quarters. The position peaked at $22K in Q2 2013. 246 funds tracked by Wall St. Rank hold NUV as of Q4 2021.

TCI Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 750 Nuveen Municipal Value Fund shares in Q4 2021, an estimated $8K.
TCI Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 11 quarters.
TCI Wealth Advisors's Nuveen Municipal Value Fund position peaked at $22K in Q2 2013.
246 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.