TRUE Private Wealth Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

TRUE Private Wealth Advisors’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	-697	Closed	-$7K	–	540
2020 Q4	$7K	Hold	697	–	–	﹤0.01%	576
2020 Q3	$7K	Buy	697 +445	+177%	+$4.71K	﹤0.01%	531
2020 Q2	$2K	Hold	252	–	–	﹤0.01%	624
2020 Q1	$2K	Sell	252 -632	-71%	-$6.64K	﹤0.01%	609
2019 Q4	$9K	Buy	+884	New	+$9.29K	﹤0.01%	610
2019 Q3	–	Sell	-252	Closed	-$2K	–	557
2019 Q2	$2K	Buy	+252	New	+$2.52K	﹤0.01%	724
2018 Q4	–	Sell	-697	Closed	-$6.55K	–	699
2018 Q3	$6.55K	Buy	+697	New	+$6.61K	﹤0.01%	841

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

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

TRUE Private Wealth Advisors's NUV Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q1 2021, closing a stake of 697 shares — an estimated $7K sold.

TRUE Private Wealth Advisors first reported a position in NUV in Q3 2018 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 211 funds tracked by Wall St. Rank hold NUV as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Nuveen Municipal Value Fund position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 697 Nuveen Municipal Value Fund shares in Q1 2021, an estimated $7K.
TRUE Private Wealth Advisors first reported a position in Nuveen Municipal Value Fund in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Nuveen Municipal Value Fund position peaked at $9K in Q4 2019.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.