AIP
NVG icon

Ahrens Investment Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Ahrens Investment Partners’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
Q1 		$29.6K Buy
+2,513
New +$30.2K 0.01% 403
2022
Q3 		– Sell
-4,150
Closed -$54K – 658
2022
Q2 		$54K Sell
4,150
-742
-15% -$10.1K 0.02% 320
2022
Q1 		$72K Sell
4,892
-3,271
-40% -$51.5K 0.02% 327
2021
Q4 		$146K Buy
+8,163
New +$142K 0.06% 233
2020
Q4 		– Sell
-14,102
Closed -$221K – 202
2020
Q3 		$221K Sell
14,102
-1,568
-10% -$24.6K 0.15% 140
2020
Q2 		$239K Sell
15,670
-1,459
-9% -$21.4K 0.15% 124
2020
Q1 		$251K Buy
17,129
+1,816
+12% +$29.3K 0.18% 94
2019
Q4 		$255K Buy
15,313
+1,033
+7% +$17K 0.11% 134
2019
Q3 		$239K Buy
14,280
+29
+0.2% +$476 0.11% 137
2019
Q2 		$226K Buy
14,251
+570
+4% +$8.85K 0.1% 133
2019
Q1 		$207K Buy
13,681
+312
+2% +$4.54K 0.09% 142
2018
Q4 		$187K Sell
13,369
-1,778
-12% -$24.4K 0.09% 143
2018
Q3 		$221K Sell
15,147
-1,038
-6% -$15.3K 0.08% 155
2018
Q2 		$236K Buy
16,185
+562
+4% +$8.28K 0.1% 131
2018
Q1 		$227K Buy
15,623
+166
+1% +$2.44K 0.1% 127
2017
Q4 		$239K Buy
15,457
+1,727
+13% +$26.6K 0.1% 131
2017
Q3 		$211K Buy
13,730
+1,306
+11% +$20.2K 0.09% 138
2017
Q2 		$188K Buy
12,424
+5
+0% +$75 0.08% 146
2017
Q1 		$182K Buy
+12,419
New +$180K 0.09% 136

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ahrens Investment Partners's NVG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023: 2,513 shares worth $29.6K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in NVG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in NVG in Q1 2017 and has held it in 19 quarters since. The position peaked at $255K in Q4 2019. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

  • Ahrens Investment Partners held 2,513 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $29.6K as of Q1 2023.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new Ahrens Investment Partners position in Q1 2023.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #403 holding.
  • Ahrens Investment Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2017 and has held it in 19 quarters since.
  • Ahrens Investment Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $255K in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.