BDO Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

BDO Wealth 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 Q1	–	Sell	-46,712	Closed	-$784K	–	1233
2020 Q4	$784K	Buy	46,712 +46,212	+9,242%	+$744K	0.11%	122
2020 Q3	$8K	Hold	500	–	–	﹤0.01%	509
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	523
2020 Q1	$7K	Hold	500	–	–	﹤0.01%	581
2019 Q4	$8K	Hold	500	–	–	﹤0.01%	447
2019 Q3	$8K	Hold	500	–	–	﹤0.01%	469
2019 Q2	$8K	Buy	+500	New	+$7.77K	﹤0.01%	463

Other funds holding NVG

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

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

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

VanEck Associates New York $133B AUM 72.99% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJFSA

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

BDO Wealth Advisors's NVG Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2021, closing a stake of 46,712 shares — an estimated $784K sold.

BDO Wealth Advisors first reported a position in NVG in Q2 2019 and held it in 7 quarters. The position peaked at $784K in Q4 2020. 242 funds tracked by Wall St. Rank hold NVG as of Q1 2021.

BDO Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 46,712 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2021, an estimated $784K.
BDO Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $784K in Q4 2020.
242 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.