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Capital Analysts LLC’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Capital Analysts 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
2021
Q4 		– Sell
-1,925
Closed -$33K – 1023
2021
Q3 		$33K Hold
1,925
– – ﹤0.01% 630
2021
Q2 		$34K Sell
1,925
-636
-25% -$11K ﹤0.01% 602
2021
Q1 		$43K Sell
2,561
-1,194
-32% -$19.9K ﹤0.01% 603
2020
Q4 		$63K Buy
3,755
+1,925
+105% +$31K 0.01% 388
2020
Q3 		$29K Hold
1,830
– – ﹤0.01% 467
2020
Q2 		$28K Hold
1,830
– – ﹤0.01% 441
2020
Q1 		$27K Hold
1,830
– – ﹤0.01% 417
2019
Q4 		$31K Hold
1,830
– – ﹤0.01% 451
2019
Q3 		$30K Sell
1,830
-1,830
-50% -$30K ﹤0.01% 442
2019
Q2 		$58K Buy
3,660
+802
+28% +$12.5K 0.01% 350
2019
Q1 		$43K Buy
2,858
+832
+41% +$12.1K 0.01% 371
2018
Q4 		$28K Hold
2,026
– – ﹤0.01% 380
2018
Q3 		$29K Sell
2,026
-456
-18% -$6.74K ﹤0.01% 369
2018
Q2 		$36K Sell
2,482
-489
-16% -$7.2K ﹤0.01% 360
2018
Q1 		$43K Buy
+2,971
New +$43.7K 0.01% 329

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Capital Analysts LLC's NVG Position: Q4 2021 in Review

Capital Analysts LLC sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2021, closing a stake of 1,925 shares — an estimated $33K sold.

Capital Analysts LLC first reported a position in NVG in Q1 2018 and held it in 15 quarters. The position peaked at $63K in Q4 2020. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

  • Capital Analysts LLC reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 1,925 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $33K.
  • Capital Analysts LLC first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2018 and held it in 15 quarters.
  • Capital Analysts LLC's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $63K in Q4 2020.
  • 265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on Capital Analysts LLC's 13F filing for Q4 2021, filed 10 Feb 2022.