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Bogart Wealth LLC’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Bogart Wealth LLC’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
Q1 		– Sell
-433
Closed -$8K – 827
2021
Q4 		$8K Hold
433
– – ﹤0.01% 499
2021
Q3 		$7K Hold
433
– – ﹤0.01% 505
2021
Q2 		$8K Hold
433
– – ﹤0.01% 471
2021
Q1 		$7K Hold
433
– – ﹤0.01% 445
2020
Q4 		$7K Buy
+433
New +$6.97K ﹤0.01% 358

Other funds holding NVG

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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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bogart Wealth LLC's NVG Position: Q1 2022 in Review

Bogart Wealth LLC sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2022, closing a stake of 433 shares — an estimated $8K sold.

Bogart Wealth LLC first reported a position in NVG in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 257 funds tracked by Wall St. Rank hold NVG as of Q1 2022.

  • Bogart Wealth LLC reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 433 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2022, an estimated $8K.
  • Bogart Wealth LLC first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and held it in 5 quarters.
  • Bogart Wealth LLC's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $8K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2022.

Based on Bogart Wealth LLC's 13F filing for Q1 2022, filed 22 Apr 2022.