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Advisor Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Advisor Group’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3.57M Sell
214,094
-87,089
-29% -$1.43M 0.02% 545
2019
Q3 		$5.04M Buy
301,183
+23,341
+8% +$383K 0.04% 409
2019
Q2 		$4.41M Buy
277,842
+714
+0.3% +$11.1K 0.03% 435
2019
Q1 		$4.19M Buy
277,128
+31,292
+13% +$455K 0.03% 425
2018
Q4 		$3.44M Buy
245,836
+16,269
+7% +$223K 0.03% 423
2018
Q3 		$3.34M Buy
229,567
+24,388
+12% +$361K 0.03% 455
2018
Q2 		$2.99M Buy
205,179
+5,702
+3% +$84K 0.04% 393
2018
Q1 		$2.9M Sell
199,477
-3,112
-2% -$45.8K 0.04% 416
2017
Q4 		$3.13M Buy
202,589
+72,916
+56% +$1.12M 0.04% 398
2017
Q3 		$2M Sell
129,673
-2,498
-2% -$38.6K 0.03% 507
2017
Q2 		$2M Sell
132,171
-2,307
-2% -$34.5K 0.04% 482
2017
Q1 		$1.97M Buy
134,478
+4,202
+3% +$60.9K 0.04% 464
2016
Q4 		$1.89M Sell
130,276
-299
-0.2% -$4.38K 0.04% 445
2016
Q3 		$2.1M Buy
130,575
+3,988
+3% +$64.6K 0.05% 391
2016
Q2 		$2.06M Buy
+126,587
New +$1.98M 0.05% 369

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group's NVG Position: Q4 2019 in Review

Advisor Group reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 29% in Q4 2019, selling an estimated $1.43M and leaving 214,094 shares worth $3.57M. The position accounts for 0.02% of the portfolio, ranked #545.

Advisor Group first reported a position in NVG in Q2 2016 and has held it in 15 quarters since. The position peaked at $5.04M in Q3 2019. 218 funds tracked by Wall St. Rank hold NVG as of Q4 2019.

  • Advisor Group held 214,094 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $3.57M as of Q4 2019.
  • Advisor Group sold 87,089 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2019, an estimated $1.43M.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.02% of Advisor Group's portfolio in Q4 2019, its #545 holding.
  • Advisor Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $5.04M in Q3 2019.
  • 218 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.