Tiedemann Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

Tiedemann 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
2023 Q3	$4.83M	Buy	582,908 +55,433	+11%	+$472K	0.21%	50
2023 Q2	$4.6M	Sell	527,475 -244,212	-32%	-$2.15M	0.2%	48
2023 Q1	$6.82M	Sell	771,687 -7,990	-1%	-$71K	0.31%	39
2022 Q4	$6.71M	Buy	779,677 +146,935	+23%	+$1.25M	0.32%	37
2022 Q3	$5.37M	Buy	632,742 +261,459	+70%	+$2.35M	0.33%	37
2022 Q2	$3.32M	Buy	+371,283	New	+$3.36M	0.25%	50

Other funds holding NUV

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

GCM

Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return

Tiedemann Advisors's NUV Position: Q3 2023 in Review

Tiedemann Advisors increased its Nuveen Municipal Value Fund (NUV) stake by 11% in Q3 2023, buying an estimated $472K and bringing the position to 582,908 shares worth $4.83M. The position accounts for 0.21% of the portfolio, ranked #50.

Tiedemann Advisors first reported a position in NUV in Q2 2022 and has held it in 6 quarters since. The position peaked at $6.82M in Q1 2023. 216 funds tracked by Wall St. Rank hold NUV as of Q3 2023.

Tiedemann Advisors held 582,908 shares of Nuveen Municipal Value Fund worth $4.83M as of Q3 2023.
Tiedemann Advisors bought 55,433 Nuveen Municipal Value Fund shares in Q3 2023, an estimated $472K.
Nuveen Municipal Value Fund made up 0.21% of Tiedemann Advisors's portfolio in Q3 2023, its #50 holding.
Tiedemann Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2022 and has held it in 6 quarters since.
Tiedemann Advisors's Nuveen Municipal Value Fund position peaked at $6.82M in Q1 2023.
216 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.