Atria Investments’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Atria Investments’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
2017 Q3	–	Sell	-12,032	Closed	-$182K	–	816
2017 Q2	$182K	Sell	12,032 -2,742	-19%	-$41K	0.01%	713
2017 Q1	$216K	Sell	14,774 -14,847	-50%	-$215K	0.01%	631
2016 Q4	$428K	Buy	29,621 +3,509	+13%	+$51.4K	0.03%	377
2016 Q3	$420K	Sell	26,112 -3,585	-12%	-$58.1K	0.04%	344
2016 Q2	$486K	Buy	+29,697	New	+$465K	0.05%	273

Other funds holding NVG

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Atria Investments's NVG Position: Q3 2017 in Review

Atria Investments sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2017, closing a stake of 12,032 shares — an estimated $182K sold.

Atria Investments first reported a position in NVG in Q2 2016 and held it in 5 quarters. The position peaked at $486K in Q2 2016. 172 funds tracked by Wall St. Rank hold NVG as of Q3 2017.

Atria Investments reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2017 after selling out during the quarter.
Atria Investments sold 12,032 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2017, an estimated $182K.
Atria Investments first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 5 quarters.
Atria Investments's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $486K in Q2 2016.
172 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2017.

Based on Atria Investments's 13F filing for Q3 2017, filed 12 Oct 2017.