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

Baystate 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
2018
Q4 		– Sell
-98
Closed -$1K – 709
2018
Q3 		$1K Buy
98
+1
+1% +$15 ﹤0.01% 620
2018
Q2 		$1K Buy
97
+1
+1% +$15 ﹤0.01% 631
2018
Q1 		$1K Buy
+96
New +$1.41K ﹤0.01% 598

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MSL
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RCM
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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

Baystate Wealth Management's NVG Position: Q4 2018 in Review

Baystate Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2018, closing a stake of 98 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in NVG in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 187 funds tracked by Wall St. Rank hold NVG as of Q4 2018.

  • Baystate Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 98 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.