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Carr Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Carr Financial Group’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
Q3 		– Sell
-19,025
Closed -$223K – 173
2023
Q2 		$223K Sell
19,025
-11,726
-38% -$136K 0.09% 160
2023
Q1 		$364K Sell
30,751
-3,888
-11% -$46.7K 0.16% 109
2022
Q4 		$421K Buy
+34,639
New +$407K 0.22% 93

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Carr Financial Group's NVG Position: Q3 2023 in Review

Carr Financial Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2023, closing a stake of 19,025 shares — an estimated $223K sold.

Carr Financial Group first reported a position in NVG in Q4 2022 and held it in 3 quarters. The position peaked at $421K in Q4 2022. 240 funds tracked by Wall St. Rank hold NVG as of Q3 2023.

  • Carr Financial Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2023 after selling out during the quarter.
  • Carr Financial Group sold 19,025 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2023, an estimated $223K.
  • Carr Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 3 quarters.
  • Carr Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $421K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2023.

Based on Carr Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.