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 New York $1.89T AUM 35.08% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

WealthPLAN Partners's NUV Position: Q1 2018 in Review

WealthPLAN Partners sold out of Nuveen Municipal Value Fund (NUV) in Q1 2018, closing a stake of 157,542 shares — an estimated $1.6M sold.

WealthPLAN Partners first reported a position in NUV in Q1 2015 and held it in 9 quarters. The position peaked at $1.94M in Q2 2015. 161 funds tracked by Wall St. Rank hold NUV as of Q1 2018.

WealthPLAN Partners reported no remaining Nuveen Municipal Value Fund position as of Q1 2018 after selling out during the quarter.
WealthPLAN Partners sold 157,542 Nuveen Municipal Value Fund shares in Q1 2018, an estimated $1.6M.
WealthPLAN Partners first reported a position in Nuveen Municipal Value Fund in Q1 2015 and held it in 9 quarters.
WealthPLAN Partners's Nuveen Municipal Value Fund position peaked at $1.94M in Q2 2015.
161 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q1 2018.

Based on WealthPLAN Partners's 13F filing for Q1 2018, filed 16 May 2018.