APP
NVG icon

Avantax Planning Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-753
Closed -$11K – 897
2018
Q3 		$11K Buy
+753
New +$11.1K ﹤0.01% 859
2018
Q2 		– Sell
-753
Closed -$11K – 1057
2018
Q1 		$11K Buy
+753
New +$11.1K ﹤0.01% 1003

Other funds holding NVG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Avantax Planning Partners's NVG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2018, closing a stake of 753 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in NVG in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q3 2018. 187 funds tracked by Wall St. Rank hold NVG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 753 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $11K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.