Clean Yield Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Clean Yield 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
2022 Q4	–	Sell	-1,072	Closed	-$13K	–	488
2022 Q3	$13K	Hold	1,072	–	–	0.01%	313
2022 Q2	$14K	Hold	1,072	–	–	0.01%	314
2022 Q1	$16K	Hold	1,072	–	–	0.01%	329
2021 Q4	$19K	Buy	+1,072	New	+$18.7K	0.01%	330
2017 Q2	–	Sell	-1,615	Closed	-$24K	–	223
2017 Q1	$24K	Buy	+1,615	New	+$23.4K	0.01%	241
2016 Q4	–	Sell	-1,615	Closed	-$26K	–	228
2016 Q3	$26K	Hold	1,615	–	–	0.01%	238
2016 Q2	$26K	Hold	1,615	–	–	0.01%	220
2016 Q1	$25K	Buy	+1,615	New	+$23.8K	0.01%	221

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Clean Yield Group's NVG Position: Q4 2022 in Review

Clean Yield Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2022, closing a stake of 1,072 shares — an estimated $13K sold.

Clean Yield Group first reported a position in NVG in Q1 2016 and held it in 8 quarters. The position peaked at $26K in Q3 2016. 250 funds tracked by Wall St. Rank hold NVG as of Q4 2022.

Clean Yield Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
Clean Yield Group sold 1,072 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2022, an estimated $13K.
Clean Yield Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2016 and held it in 8 quarters.
Clean Yield Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $26K in Q3 2016.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2022.

Based on Clean Yield Group's 13F filing for Q4 2022, filed 31 Jan 2023.