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Wealthcare Capital Management’s Nuveen Municipal Value Fund NUV Stock Holding History

Wealthcare Capital Management’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
2014
Q4 		– Sell
-240
Closed -$2K – 244
2014
Q3 		$2K Buy
+240
New +$2.26K ﹤0.01% 235

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Bank of America
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BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
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Wealthcare Capital Management's NUV Position: Q4 2014 in Review

Wealthcare Capital Management sold out of Nuveen Municipal Value Fund (NUV) in Q4 2014, closing a stake of 240 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in NUV in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 123 funds tracked by Wall St. Rank hold NUV as of Q4 2014.

  • Wealthcare Capital Management reported no remaining Nuveen Municipal Value Fund position as of Q4 2014 after selling out during the quarter.
  • Wealthcare Capital Management sold 240 Nuveen Municipal Value Fund shares in Q4 2014, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Nuveen Municipal Value Fund in Q3 2014 and held it in 1 quarter.
  • Wealthcare Capital Management's Nuveen Municipal Value Fund position peaked at $2K in Q3 2014.
  • 123 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q4 2014.

Based on Wealthcare Capital Management's 13F filing for Q4 2014, filed 11 Feb 2015.