tru Independence’s Nuveen Municipal Value Fund NUV Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-3,257	Closed	-$33	–	678
2020 Q2	$33	Hold	3,257	–	–	﹤0.01%	436
2020 Q1	$32	Hold	3,257	–	–	0.01%	340
2019 Q4	$32K	Buy	+3,257	New	+$34.2K	﹤0.01%	424

Other funds holding NUV

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

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

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

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

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

tru Independence's NUV Position: Q3 2020 in Review

tru Independence sold out of Nuveen Municipal Value Fund (NUV) in Q3 2020, closing a stake of 3,257 shares — an estimated $33 sold.

tru Independence first reported a position in NUV in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 199 funds tracked by Wall St. Rank hold NUV as of Q3 2020.

tru Independence reported no remaining Nuveen Municipal Value Fund position as of Q3 2020 after selling out during the quarter.
tru Independence sold 3,257 Nuveen Municipal Value Fund shares in Q3 2020, an estimated $33.
tru Independence first reported a position in Nuveen Municipal Value Fund in Q4 2019 and held it in 3 quarters.
tru Independence's Nuveen Municipal Value Fund position peaked at $32K in Q4 2019.
199 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.