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Woodmont Investment Counsel’s Nuveen Municipal Value Fund NUV Stock Holding History

Woodmont Investment Counsel’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
-1,000
Closed -$10K – 561
2015
Q2 		$10K Buy
+1,000
New +$9.74K ﹤0.01% 429

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWM
Stockman Wealth Management Billings, Montana $906M AUM 22.23% 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

Woodmont Investment Counsel's NUV Position: Q3 2015 in Review

Woodmont Investment Counsel sold out of Nuveen Municipal Value Fund (NUV) in Q3 2015, closing a stake of 1,000 shares — an estimated $10K sold.

Woodmont Investment Counsel first reported a position in NUV in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 123 funds tracked by Wall St. Rank hold NUV as of Q3 2015.

  • Woodmont Investment Counsel reported no remaining Nuveen Municipal Value Fund position as of Q3 2015 after selling out during the quarter.
  • Woodmont Investment Counsel sold 1,000 Nuveen Municipal Value Fund shares in Q3 2015, an estimated $10K.
  • Woodmont Investment Counsel first reported a position in Nuveen Municipal Value Fund in Q2 2015 and held it in 1 quarter.
  • Woodmont Investment Counsel's Nuveen Municipal Value Fund position peaked at $10K in Q2 2015.
  • 123 funds tracked by Wall St. Rank held Nuveen Municipal Value Fund as of Q3 2015.

Based on Woodmont Investment Counsel's 13F filing for Q3 2015, filed 13 Nov 2015.