WAM
NUV icon

Wealthspire Advisors (Maryland)’s Nuveen Municipal Value Fund NUV Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q2 		– Sell
-1,100
Closed -$12K – 1776
2016
Q1 		$12K Buy
+1,100
New +$11.3K ﹤0.01% 1143

Other funds holding NUV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BHTS
Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NUV Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Municipal Value Fund (NUV) in Q2 2016, closing a stake of 1,100 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in NUV in Q1 2016 and held it in 1 quarter. The position peaked at $12K in Q1 2016. 139 funds tracked by Wall St. Rank hold NUV as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen Municipal Value Fund position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,100 Nuveen Municipal Value Fund shares in Q2 2016, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen Municipal Value Fund in Q1 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Nuveen Municipal Value Fund position peaked at $12K in Q1 2016.
  • 139 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.