Bellevue Asset Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bellevue Asset 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
2023 Q2	–	Sell	-969	Closed	-$11.4K	–	489
2023 Q1	$11.4K	Hold	969	–	–	0.01%	264
2022 Q4	$11.7K	Hold	969	–	–	0.01%	263
2022 Q3	$12K	Hold	969	–	–	0.01%	268
2022 Q2	$13K	Hold	969	–	–	0.01%	273
2022 Q1	$14K	Hold	969	–	–	0.01%	290
2021 Q4	$17K	Hold	969	–	–	0.01%	284
2021 Q3	$17K	Hold	969	–	–	0.01%	294
2021 Q2	$17K	Hold	969	–	–	0.01%	293
2021 Q1	$16K	Hold	969	–	–	0.01%	307
2020 Q4	$16K	Hold	969	–	–	0.01%	302
2020 Q3	$15K	Hold	969	–	–	0.01%	292
2020 Q2	$15K	Hold	969	–	–	0.02%	294
2020 Q1	$13K	Hold	969	–	–	0.01%	309
2019 Q4	$16K	Buy	+969	New	+$15.9K	0.01%	273

Other funds holding NVG

RCM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bellevue Asset Management's NVG Position: Q2 2023 in Review

Bellevue Asset Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 969 shares — an estimated $11.4K sold.

Bellevue Asset Management first reported a position in NVG in Q4 2019 and held it in 14 quarters. The position peaked at $17K in Q4 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

Bellevue Asset Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
Bellevue Asset Management sold 969 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $11.4K.
Bellevue Asset Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 14 quarters.
Bellevue Asset Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $17K in Q4 2021.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on Bellevue Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.