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Tru Independence Asset Management 2’s Nuveen Municipal Value Fund NUV Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-1,000
Closed -$11K – 310
2020
Q4 		$11K Buy
+1,000
New +$10.9K 0.01% 303

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Baird Financial Group
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JFGIW
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFG
Frisch Financial Group Melville, New York $478M AUM 16.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tru Independence Asset Management 2's NUV Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Nuveen Municipal Value Fund (NUV) in Q1 2021, closing a stake of 1,000 shares — an estimated $11K sold.

Tru Independence Asset Management 2 first reported a position in NUV in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 211 funds tracked by Wall St. Rank hold NUV as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Nuveen Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 1,000 Nuveen Municipal Value Fund shares in Q1 2021, an estimated $11K.
  • Tru Independence Asset Management 2 first reported a position in Nuveen Municipal Value Fund in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Nuveen Municipal Value Fund position peaked at $11K in Q4 2020.
  • 211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.