Bedel Financial Consulting’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-96	Closed	-$1K	–	641
2022 Q1	$1K	Sell	96 -3,464	-97%	-$54.5K	﹤0.01%	931
2021 Q4	$64K	Hold	3,560	–	–	0.02%	355
2021 Q3	$61K	Hold	3,560	–	–	0.02%	352
2021 Q2	$64K	Hold	3,560	–	–	0.02%	343
2021 Q1	$60K	Hold	3,560	–	–	0.02%	339
2020 Q4	$60K	Hold	3,560	–	–	0.03%	292
2020 Q3	$56K	Hold	3,560	–	–	0.03%	287
2020 Q2	$54K	Hold	3,560	–	–	0.03%	269
2020 Q1	$52K	Hold	3,560	–	–	0.03%	260
2019 Q4	$59K	Hold	3,560	–	–	0.03%	272
2019 Q3	$60K	Hold	3,560	–	–	0.04%	262
2019 Q2	$56K	Hold	3,560	–	–	0.03%	269
2019 Q1	$54K	Hold	3,560	–	–	0.03%	263
2018 Q4	$50K	Hold	3,560	–	–	0.04%	251
2018 Q3	$48K	Hold	3,560	–	–	0.03%	274
2018 Q2	$52K	Hold	3,560	–	–	0.04%	265
2018 Q1	$52K	Buy	+3,560	New	+$52.4K	0.04%	266

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

RJFSA

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

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

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

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

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

Bedel Financial Consulting's NVG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2022, closing a stake of 96 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in NVG in Q1 2018 and held it in 17 quarters. The position peaked at $64K in Q4 2021. 254 funds tracked by Wall St. Rank hold NVG as of Q2 2022.

Bedel Financial Consulting reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 96 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $64K in Q4 2021.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.