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United Capital Financial Advisors’s Nuveen Municipal Value Fund NUV Stock Holding History

United Capital Financial 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
2024
Q3 		– Sell
-10,811
Closed -$93.3K – 1084
2024
Q2 		$93.3K Hold
10,811
– – ﹤0.01% 1007
2024
Q1 		$94.2K Sell
10,811
-3,195
-23% -$27.8K ﹤0.01% 1050
2023
Q4 		$120K Sell
14,006
-583,037
-98% -$4.85M ﹤0.01% 1028
2023
Q3 		$4.93M Sell
597,043
-53,828
-8% -$458K 0.03% 298
2023
Q2 		$5.66M Buy
650,871
+1,113
+0.2% +$9.79K 0.03% 296
2023
Q1 		$5.72M Sell
649,758
-145,359
-18% -$1.29M 0.03% 303
2022
Q4 		$6.84M Buy
795,117
+16,715
+2% +$143K 0.04% 294
2022
Q3 		$6.58M Buy
778,402
+48,907
+7% +$439K 0.04% 291
2022
Q2 		$6.51M Sell
729,495
-55,068
-7% -$499K 0.04% 307
2022
Q1 		$7.52M Buy
784,563
+1,601
+0.2% +$15.7K 0.04% 308
2021
Q4 		$8.13M Sell
782,962
-85,860
-10% -$932K 0.04% 301
2021
Q3 		$9.84M Buy
868,822
+8,812
+1% +$102K 0.05% 280
2021
Q2 		$9.92M Buy
860,010
+1,257
+0.1% +$14.3K 0.05% 272
2021
Q1 		$9.57M Sell
858,753
-9,121
-1% -$102K 0.05% 267
2020
Q4 		$9.63M Buy
867,874
+39,616
+5% +$433K 0.06% 260
2020
Q3 		$8.83M Sell
828,258
-65,186
-7% -$690K 0.06% 267
2020
Q2 		$9.11M Sell
893,444
-9,671
-1% -$94.9K 0.07% 267
2020
Q1 		$8.81M Buy
903,115
+129,277
+17% +$1.36M 0.07% 254
2019
Q4 		$8.28M Sell
773,838
-25
-0% -$263 0.05% 331
2019
Q3 		$8.13M Buy
773,863
+153,051
+25% +$1.59M 0.06% 318
2019
Q2 		$6.32M Buy
620,812
+300,264
+94% +$3M 0.04% 375
2019
Q1 		$3.21M Buy
320,548
+8,174
+3% +$78.9K 0.02% 498
2018
Q4 		$2.9M Buy
312,374
+72,393
+30% +$669K 0.02% 475
2018
Q3 		$2.25M Buy
239,981
+79,000
+49% +$749K 0.02% 586
2018
Q2 		$1.54M Sell
160,981
-5,000
-3% -$47.5K 0.01% 655
2018
Q1 		$1.57M Buy
165,981
+85,261
+106% +$823K 0.01% 653
2017
Q4 		$818K Buy
80,720
+17,200
+27% +$175K 0.01% 841
2017
Q3 		$650K Sell
63,520
-2,000
-3% -$20.4K 0.01% 892
2017
Q2 		$653K Buy
65,520
+4,427
+7% +$44.2K 0.01% 869
2017
Q1 		$597K Buy
61,093
+2,691
+5% +$26.1K 0.01% 873
2016
Q4 		$558K Sell
58,402
-6,072
-9% -$59.5K 0.01% 909
2016
Q3 		$683K Buy
64,474
+5,000
+8% +$53.3K 0.01% 877
2016
Q2 		$654K Sell
59,474
-13,333
-18% -$140K 0.01% 845
2016
Q1 		$763K Sell
72,807
-56,158
-44% -$575K 0.01% 768
2015
Q4 		$1.31M Sell
128,965
-38,705
-23% -$385K 0.02% 631
2015
Q3 		$1.65M Sell
167,670
-19,958
-11% -$194K 0.02% 562
2015
Q2 		$1.81M Sell
187,628
-7,825
-4% -$76.2K 0.02% 591
2015
Q1 		$1.93M Sell
195,453
-2,679
-1% -$26.6K 0.02% 569
2014
Q4 		$1.91M Buy
198,132
+16,900
+9% +$162K 0.03% 486
2014
Q3 		$1.71M Sell
181,232
-1,080
-0.6% -$10.2K 0.03% 483
2014
Q2 		$1.76M Buy
182,312
+4,797
+3% +$46.2K 0.03% 439
2014
Q1 		$1.68M Buy
+177,515
New +$1.67M 0.04% 387
2013
Q4 		– Sell
-153,020
Closed -$1.4M – 723
2013
Q3 		$1.4M Sell
153,020
-13,800
-8% -$126K 0.04% 299
2013
Q2 		$1.6M Buy
+166,820
New +$1.68M 0.04% 339

Other funds holding NUV

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GCM
Granby Capital Management Miami Beach, Florida $174M AUM 13.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's NUV Position: Q3 2024 in Review

United Capital Financial Advisors sold out of Nuveen Municipal Value Fund (NUV) in Q3 2024, closing a stake of 10,811 shares — an estimated $93.3K sold.

United Capital Financial Advisors first reported a position in NUV in Q2 2013 and held it in 44 quarters. The position peaked at $9.92M in Q2 2021. 228 funds tracked by Wall St. Rank hold NUV as of Q3 2024.

  • United Capital Financial Advisors reported no remaining Nuveen Municipal Value Fund position as of Q3 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,811 Nuveen Municipal Value Fund shares in Q3 2024, an estimated $93.3K.
  • United Capital Financial Advisors first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 44 quarters.
  • United Capital Financial Advisors's Nuveen Municipal Value Fund position peaked at $9.92M in Q2 2021.
  • 228 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.