Wealth Quarterback’s Nuveen Municipal Value Fund NUV Stock Holding History

Wealth Quarterback’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 Q3	$85K	Buy	7,444 +55	+0.7%	+$639	0.06%	169
2021 Q2	$86K	Buy	+7,389	New	+$84K	0.05%	181
2020 Q2	–	Sell	-9,094	Closed	-$88.8K	–	540
2020 Q1	$88.8K	Sell	9,094 -3,910	-30%	-$41.1K	0.08%	156
2019 Q4	$139K	Buy	+13,004	New	+$137K	0.12%	134

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

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Wealth Quarterback's NUV Position: Q3 2021 in Review

Wealth Quarterback increased its Nuveen Municipal Value Fund (NUV) stake by 0.74% in Q3 2021, buying an estimated $639 and bringing the position to 7,444 shares worth $85K. The position accounts for 0.06% of the portfolio, ranked #169.

Wealth Quarterback first reported a position in NUV in Q4 2019 and has held it in 4 quarters since. The position peaked at $139K in Q4 2019. 211 funds tracked by Wall St. Rank hold NUV as of Q3 2021.

Wealth Quarterback held 7,444 shares of Nuveen Municipal Value Fund worth $85K as of Q3 2021.
Wealth Quarterback bought 55 Nuveen Municipal Value Fund shares in Q3 2021, an estimated $639.
Nuveen Municipal Value Fund made up 0.06% of Wealth Quarterback's portfolio in Q3 2021, its #169 holding.
Wealth Quarterback first reported a position in Nuveen Municipal Value Fund in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's Nuveen Municipal Value Fund position peaked at $139K in Q4 2019.
211 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.