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Annex Advisory Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Annex Advisory Services’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
2024
Q1 		– Sell
-20,005
Closed -$236K – 297
2023
Q4 		$236K Buy
+20,005
New +$217K 0.01% 236
2017
Q1 		– Sell
-10,567
Closed -$153K – 124
2016
Q4 		$153K Buy
+10,567
New +$155K 0.04% 105

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LSC
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KIM
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RCM
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GC
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Annex Advisory Services's NVG Position: Q1 2024 in Review

Annex Advisory Services sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 20,005 shares — an estimated $236K sold.

Annex Advisory Services first reported a position in NVG in Q4 2016 and held it in 2 quarters. The position peaked at $236K in Q4 2023. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

  • Annex Advisory Services reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • Annex Advisory Services sold 20,005 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $236K.
  • Annex Advisory Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2016 and held it in 2 quarters.
  • Annex Advisory Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $236K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on Annex Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.