AFT Forsyth & Company’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

AFT Forsyth & Company’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
2023 Q2	–	Sell	-18,965	Closed	-$223K	–	137
2023 Q1	$223K	Hold	18,965	–	–	0.17%	126
2022 Q4	$230K	Sell	18,965 -3,400	-15%	-$39.9K	0.2%	125
2022 Q3	$261K	Hold	22,365	–	–	0.23%	114
2022 Q2	$293K	Sell	22,365 -7,600	-25%	-$103K	0.24%	107
2022 Q1	$443K	Hold	29,965	–	–	0.28%	94
2021 Q4	$537K	Hold	29,965	–	–	0.28%	102
2021 Q3	$514K	Hold	29,965	–	–	0.28%	103
2021 Q2	$535K	Hold	29,965	–	–	0.29%	106
2021 Q1	$506K	Hold	29,965	–	–	0.3%	107
2020 Q4	$503K	Hold	29,965	–	–	0.31%	102
2020 Q3	$469K	Hold	29,965	–	–	0.35%	86
2020 Q2	$458K	Hold	29,965	–	–	0.39%	80
2020 Q1	$440K	Hold	29,965	–	–	0.44%	78
2019 Q4	$500K	Hold	29,965	–	–	0.38%	88
2019 Q3	$501K	Hold	29,965	–	–	0.41%	85
2019 Q2	$476K	Buy	29,965 +6,965	+30%	+$108K	0.39%	85
2019 Q1	$348K	Hold	23,000	–	–	0.3%	100
2018 Q4	$322K	Sell	23,000 -30,900	-57%	-$424K	0.32%	101
2018 Q3	$785K	Hold	53,900	–	–	0.65%	53
2018 Q2	$786K	Buy	53,900 +3,400	+7%	+$50.1K	0.69%	52
2018 Q1	$733K	Buy	50,500 +21,500	+74%	+$317K	0.68%	50
2017 Q4	$448K	Buy	+29,000	New	+$447K	0.44%	82

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AFT Forsyth & Company's NVG Position: Q2 2023 in Review

AFT Forsyth & Company sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 18,965 shares — an estimated $223K sold.

AFT Forsyth & Company first reported a position in NVG in Q4 2017 and held it in 22 quarters. The position peaked at $786K in Q2 2018. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

AFT Forsyth & Company reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
AFT Forsyth & Company sold 18,965 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $223K.
AFT Forsyth & Company first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and held it in 22 quarters.
AFT Forsyth & Company's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $786K in Q2 2018.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on AFT Forsyth & Company's 13F filing for Q2 2023, filed 14 Aug 2023.