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Nuveen Muni Value Fund shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Nuveen Muni Value Fund (NUV) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Nuveen Muni Value Fund

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Muni Value Fund held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Muni Value Fund by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $121k 14k 8.60
2023-09-30 $4.9M 597k 8.26
2023-06-30 $5.7M 651k 8.70
2023-03-31 $5.7M 650k 8.81
2022-12-31 $6.8M 795k 8.60
2022-09-30 $6.6M 778k 8.46
2022-06-30 $6.5M 730k 8.93
2022-03-31 $7.5M 785k 9.58
2021-12-31 $8.1M 783k 10.38
2021-09-30 $9.8M 869k 11.32
2021-06-30 $9.9M 860k 11.53
2021-03-31 $9.6M 859k 11.14
2020-12-31 $9.6M 868k 11.10
2020-09-30 $8.8M 828k 10.66
2020-06-30 $9.1M 893k 10.20
2020-03-31 $8.8M 903k 9.76
2019-12-31 $8.3M 774k 10.70
2019-09-30 $8.1M 774k 10.51
2019-06-30 $6.3M 621k 10.18
2019-03-31 $3.2M 321k 10.00
2018-12-31 $2.9M 312k 9.27
2018-09-30 $2.2M 240k 9.36
2018-06-30 $1.5M 161k 9.56
2018-03-31 $1.6M 166k 9.47
2017-12-31 $818k 81k 10.13
2017-09-30 $650k 64k 10.23
2017-06-30 $653k 66k 9.97
2017-03-31 $597k 61k 9.77
2016-12-31 $558k 58k 9.55
2016-09-30 $683k 65k 10.59
2016-06-30 $654k 60k 11.00
2016-03-31 $763k 73k 10.48
2015-12-31 $1.3M 129k 10.18
2015-09-30 $1.6M 168k 9.81
2015-06-30 $1.8M 188k 9.63
2015-03-31 $1.9M 196k 9.87
2014-12-31 $1.9M 198k 9.65
2014-09-30 $1.7M 181k 9.41
2014-06-30 $1.8M 182k 9.64
2014-03-31 $1.7M 178k 9.45
2013-09-30 $1.4M 153k 9.13
2013-06-30 $1.6M 167k 9.57
2013-03-31 $1.7M 166k 10.16
2012-12-31 $1.7M 163k 10.25
2012-09-30 $1.7M 165k 10.42
2012-06-30 $1.1M 102k 10.30
2011-12-31 $868k 89k 9.80
2011-09-30 $729k 75k 9.73

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Apple Common Stock (AAPL)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Microsoft Corp Common Stock (MSFT)
Vanguard Value Etf Exchange Traded Fund (VTV)
Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB)
Vanguard Intermediate-term Bon Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG)
Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM)

View all positions for United Capital Financial Advisers

Top funds holding Nuveen Muni Value Fund

Rivernorth Capital Management
UBS Group
Raymond James & Associates
Tortoise Investment Management
Van Eck Associates Corp.
Guggenheim Capital, LLC Managers
Bank of America Corporation
Rockefeller Capital Management
Relative Value Partners
Wells Fargo & Company
Stifel Financial
Chicago Partners Investment
Advisors Asset Management
Hennion & Walsh Asset Management
Raymond James Financial Services Advisors

View all funds holding Nuveen Muni Value Fund