Atlas Private Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-2,755	Closed	-$47K	–	289
2021 Q1	$47K	Buy	2,755 +35	+1%	+$584	0.03%	189
2020 Q4	$46K	Hold	2,720	–	–	0.03%	196
2020 Q3	$43K	Hold	2,720	–	–	0.03%	194
2020 Q2	$42K	Hold	2,720	–	–	0.03%	207
2020 Q1	$40K	Hold	2,720	–	–	0.04%	198
2019 Q4	$45K	Buy	+2,720	New	+$44.7K	0.03%	212

Other funds holding NVG

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Private Wealth Management's NVG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2021, closing a stake of 2,755 shares — an estimated $47K sold.

Atlas Private Wealth Management first reported a position in NVG in Q4 2019 and held it in 6 quarters. The position peaked at $47K in Q1 2021. 249 funds tracked by Wall St. Rank hold NVG as of Q2 2021.

Atlas Private Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 2,755 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2021, an estimated $47K.
Atlas Private Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $47K in Q1 2021.
249 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.