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Castleview Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Castleview Partners’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
-268
Closed -$3.13K – 740
2023
Q2 		$3.13K Buy
268
+3
+1% +$35 ﹤0.01% 553
2023
Q1 		$3.12K Buy
265
+3
+1% +$36 ﹤0.01% 540
2022
Q4 		$3.18K Buy
+262
New +$3.08K ﹤0.01% 486

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SIA
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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

Castleview Partners's NVG Position: Q3 2023 in Review

Castleview Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2023, closing a stake of 268 shares — an estimated $3.13K sold.

Castleview Partners first reported a position in NVG in Q4 2022 and held it in 3 quarters. The position peaked at $3.18K in Q4 2022. 240 funds tracked by Wall St. Rank hold NVG as of Q3 2023.

  • Castleview Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2023 after selling out during the quarter.
  • Castleview Partners sold 268 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2023, an estimated $3.13K.
  • Castleview Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 3 quarters.
  • Castleview Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $3.18K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2023.

Based on Castleview Partners's 13F filing for Q3 2023, filed 26 Oct 2023.