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

Wisconsin 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
Q2 		– Sell
-10,500
Closed -$99K – 117
2014
Q1 		$99K Hold
10,500
– – 0.04% 111
2013
Q4 		$95K Hold
10,500
– – 0.04% 104
2013
Q3 		$96K Hold
10,500
– – 0.04% 99
2013
Q2 		$100K Buy
+10,500
New +$106K 0.04% 96

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Wisconsin Capital Management's NUV Position: Q2 2014 in Review

Wisconsin Capital Management sold out of Nuveen Municipal Value Fund (NUV) in Q2 2014, closing a stake of 10,500 shares — an estimated $99K sold.

Wisconsin Capital Management first reported a position in NUV in Q2 2013 and held it in 4 quarters. The position peaked at $100K in Q2 2013. 116 funds tracked by Wall St. Rank hold NUV as of Q2 2014.

  • Wisconsin Capital Management reported no remaining Nuveen Municipal Value Fund position as of Q2 2014 after selling out during the quarter.
  • Wisconsin Capital Management sold 10,500 Nuveen Municipal Value Fund shares in Q2 2014, an estimated $99K.
  • Wisconsin Capital Management first reported a position in Nuveen Municipal Value Fund in Q2 2013 and held it in 4 quarters.
  • Wisconsin Capital Management's Nuveen Municipal Value Fund position peaked at $100K in Q2 2013.
  • 116 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q2 2014.

Based on Wisconsin Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.