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NEV

Transform Wealth’s NUVEEN ENHANCED MUNICIPAL VALUE FUND NEV Stock Holding History

Transform Wealth’s Portfolio NEV Stock Details NEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,545
Closed -$200K – 223
2016
Q3 		$200K Buy
12,545
+39
+0.3% +$643 0.09% 193
2016
Q2 		$205K Buy
+12,506
New +$202K 0.09% 201

Other funds holding NEV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 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
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

Transform Wealth's NEV Position: Q4 2016 in Review

Transform Wealth sold out of NUVEEN ENHANCED MUNICIPAL VALUE FUND (NEV) in Q4 2016, closing a stake of 12,545 shares — an estimated $200K sold.

Transform Wealth first reported a position in NEV in Q2 2016 and held it in 2 quarters. The position peaked at $205K in Q2 2016. 44 funds tracked by Wall St. Rank hold NEV as of Q4 2016.

  • Transform Wealth reported no remaining NUVEEN ENHANCED MUNICIPAL VALUE FUND position as of Q4 2016 after selling out during the quarter.
  • Transform Wealth sold 12,545 NUVEEN ENHANCED MUNICIPAL VALUE FUND shares in Q4 2016, an estimated $200K.
  • Transform Wealth first reported a position in NUVEEN ENHANCED MUNICIPAL VALUE FUND in Q2 2016 and held it in 2 quarters.
  • Transform Wealth's NUVEEN ENHANCED MUNICIPAL VALUE FUND position peaked at $205K in Q2 2016.
  • 44 funds tracked by Wall St. Rank held NUVEEN ENHANCED MUNICIPAL VALUE FUND as of Q4 2016.

Based on Transform Wealth's 13F filing for Q4 2016, filed 13 Feb 2017.