Choate Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Choate Investment Advisors’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 Q3	–	Sell	-10,000	Closed	-$179K	–	325
2021 Q2	$179K	Hold	10,000	–	–	0.01%	264
2021 Q1	$169K	Hold	10,000	–	–	0.01%	250
2020 Q4	$168K	Hold	10,000	–	–	0.01%	240
2020 Q3	$157K	Hold	10,000	–	–	0.01%	241
2020 Q2	$153K	Buy	+10,000	New	+$147K	0.01%	237

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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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Choate Investment Advisors's NVG Position: Q3 2021 in Review

Choate Investment Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2021, closing a stake of 10,000 shares — an estimated $179K sold.

Choate Investment Advisors first reported a position in NVG in Q2 2020 and held it in 5 quarters. The position peaked at $179K in Q2 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q3 2021.

Choate Investment Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2021 after selling out during the quarter.
Choate Investment Advisors sold 10,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2021, an estimated $179K.
Choate Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and held it in 5 quarters.
Choate Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $179K in Q2 2021.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.