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

Blue Bell Private 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
2024
Q3 		– Sell
-1,312
Closed -$16.3K – 707
2024
Q2 		$16.3K Buy
1,312
+312
+31% +$3.73K ﹤0.01% 476
2024
Q1 		$12.2K Buy
+1,000
New +$11.9K ﹤0.01% 504

Other funds holding NVG

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MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Blue Bell Private Wealth Management's NVG Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2024, closing a stake of 1,312 shares — an estimated $16.3K sold.

Blue Bell Private Wealth Management first reported a position in NVG in Q1 2024 and held it in 2 quarters. The position peaked at $16.3K in Q2 2024. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2024.

  • Blue Bell Private Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,312 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2024, an estimated $16.3K.
  • Blue Bell Private Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2024 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $16.3K in Q2 2024.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.