Transform Wealth
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 $1.55T AUM 33.47% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ProVise Management Group
ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mariner Investment Group
Mariner Investment Group Harrison, New York $587M AUM 3.44% 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.