WP
NUV icon

WealthPLAN Partners’s Nuveen Municipal Value Fund NUV Stock Holding History

WealthPLAN Partners’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
2018
Q1 		– Sell
-157,542
Closed -$1.6M – 280
2017
Q4 		$1.6M Sell
157,542
-14,475
-8% -$147K 0.43% 65
2017
Q3 		$1.76M Buy
172,017
+910
+0.5% +$9.27K 0.49% 49
2017
Q2 		$1.7M Buy
171,107
+170,607
+34,121% +$1.7M 0.49% 50
2017
Q1 		$4.9K Buy
+500
New +$4.85K 0.02% 350
2016
Q3 		$969K Sell
92,418
-185,630
-67% -$1.98M 0.32% 54
2016
Q2 		$1.01M Buy
+278,048
New +$2.93M 0.13% 118
2015
Q4 		$928K Buy
+484,770
New +$4.82M 0.15% 107
2015
Q2 		$1.94M Buy
201,755
+106,470
+112% +$1.04M 0.85% 20
2015
Q1 		$944K Buy
+95,285
New +$946K 0.44% 46

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return