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Arcadia Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Arcadia Investment Advisors’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
2021
Q4 		– Sell
-2,496
Closed -$42.8K – 115
2021
Q3 		$42.8K Buy
2,496
+28
+1% +$498 0.02% 55
2021
Q2 		$44.1K Buy
+2,468
New +$42.8K 0.02% 54

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UBS Group
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Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Arcadia Investment Advisors's NVG Position: Q4 2021 in Review

Arcadia Investment Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2021, closing a stake of 2,496 shares — an estimated $42.8K sold.

Arcadia Investment Advisors first reported a position in NVG in Q2 2021 and held it in 2 quarters. The position peaked at $44.1K in Q2 2021. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

  • Arcadia Investment Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 2,496 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $42.8K.
  • Arcadia Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2021 and held it in 2 quarters.
  • Arcadia Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $44.1K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on Arcadia Investment Advisors's 13F filing for Q4 2021, filed 19 Dec 2024.