Watson Rebecca’s Nuveen Municipal Value Fund NUV Stock Holding History

Watson Rebecca’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	$278K	Hold	26,070	–	–	0.16%	65
2020 Q2	$266K	Hold	26,070	–	–	0.16%	63
2020 Q1	$256K	Sell	26,070 -4,100	-14%	-$43.1K	0.18%	65
2019 Q4	$323K	Buy	+30,170	New	+$317K	0.2%	62

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

Watson Rebecca's NUV Position: Q3 2020 in Review

Watson Rebecca held its Nuveen Municipal Value Fund (NUV) position steady in Q3 2020 at 26,070 shares worth $278K. The position accounts for 0.16% of the portfolio, ranked #65.

Watson Rebecca first reported a position in NUV in Q4 2019 and has held it in 4 quarters since. The position peaked at $323K in Q4 2019. 199 funds tracked by Wall St. Rank hold NUV as of Q3 2020.

Watson Rebecca held 26,070 shares of Nuveen Municipal Value Fund worth $278K as of Q3 2020.
Watson Rebecca left its Nuveen Municipal Value Fund share count unchanged in Q3 2020.
Nuveen Municipal Value Fund made up 0.16% of Watson Rebecca's portfolio in Q3 2020, its #65 holding.
Watson Rebecca first reported a position in Nuveen Municipal Value Fund in Q4 2019 and has held it in 4 quarters since.
Watson Rebecca's Nuveen Municipal Value Fund position peaked at $323K in Q4 2019.
199 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.