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Transform Wealth’s Nuveen Municipal Value Fund NUV Stock Holding History

Transform Wealth’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
2018
Q4 		– Sell
-14,414
Closed -$135K – 193
2018
Q3 		$135K Hold
14,414
– – 0.02% 188
2018
Q2 		$138K Hold
14,414
– – 0.03% 209
2018
Q1 		$137K Sell
14,414
-2,411
-14% -$23.3K 0.03% 230
2017
Q4 		$170K Buy
16,825
+69
+0.4% +$702 0.03% 240
2017
Q3 		$172K Buy
+16,756
New +$171K 0.06% 203
2017
Q2 		– Sell
-16,435
Closed -$161K – 121
2017
Q1 		$161K Sell
16,435
-430
-3% -$4.17K 0.06% 204
2016
Q4 		$161K Buy
+16,865
New +$165K 0.06% 207

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 $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transform Wealth's NUV Position: Q4 2018 in Review

Transform Wealth sold out of Nuveen Municipal Value Fund (NUV) in Q4 2018, closing a stake of 14,414 shares — an estimated $135K sold.

Transform Wealth first reported a position in NUV in Q4 2016 and held it in 7 quarters. The position peaked at $172K in Q3 2017. 170 funds tracked by Wall St. Rank hold NUV as of Q4 2018.

  • Transform Wealth reported no remaining Nuveen Municipal Value Fund position as of Q4 2018 after selling out during the quarter.
  • Transform Wealth sold 14,414 Nuveen Municipal Value Fund shares in Q4 2018, an estimated $135K.
  • Transform Wealth first reported a position in Nuveen Municipal Value Fund in Q4 2016 and held it in 7 quarters.
  • Transform Wealth's Nuveen Municipal Value Fund position peaked at $172K in Q3 2017.
  • 170 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.