Winch Advisory Services’s Nuveen Municipal Value Fund NUV Stock Holding History

Winch Advisory Services’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
2015 Q3	–	Sell	-4,020	Closed	-$39K	–	264
2015 Q2	$39K	Buy	+4,020	New	+$39.1K	0.02%	117

Other funds holding NUV

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BHTS

Bar Harbor Trust Services Ellsworth, Maine $331M AUM 19.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWM

Stockman Wealth Management Billings, Montana $968M AUM 28.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

Winch Advisory Services's NUV Position: Q3 2015 in Review

Winch Advisory Services sold out of Nuveen Municipal Value Fund (NUV) in Q3 2015, closing a stake of 4,020 shares — an estimated $39K sold.

Winch Advisory Services first reported a position in NUV in Q2 2015 and held it in 1 quarter. The position peaked at $39K in Q2 2015. 123 funds tracked by Wall St. Rank hold NUV as of Q3 2015.

Winch Advisory Services reported no remaining Nuveen Municipal Value Fund position as of Q3 2015 after selling out during the quarter.
Winch Advisory Services sold 4,020 Nuveen Municipal Value Fund shares in Q3 2015, an estimated $39K.
Winch Advisory Services first reported a position in Nuveen Municipal Value Fund in Q2 2015 and held it in 1 quarter.
Winch Advisory Services's Nuveen Municipal Value Fund position peaked at $39K in Q2 2015.
123 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2015.

Based on Winch Advisory Services's 13F filing for Q3 2015, filed 13 Nov 2015.