Coe Capital Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Coe Capital Management’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
2018 Q3	–	Sell	-10,000	Closed	-$146K	–	84
2018 Q2	$146K	Buy	+10,000	New	+$147K	0.16%	83
2014 Q1	–	Sell	-111,800	Closed	-$1.4M	–	257
2013 Q4	$1.4M	Buy	+111,800	New	+$1.4M	0.49%	59
2013 Q3	–	Sell	-86,800	Closed	-$1.16M	–	154
2013 Q2	$1.16M	Buy	+86,800	New	+$1.25M	0.44%	76

Other funds holding NVG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

SIA

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

Coe Capital Management's NVG Position: Q3 2018 in Review

Coe Capital Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2018, closing a stake of 10,000 shares — an estimated $146K sold.

Coe Capital Management first reported a position in NVG in Q2 2013 and held it in 3 quarters. The position peaked at $1.4M in Q4 2013. 184 funds tracked by Wall St. Rank hold NVG as of Q3 2018.

Coe Capital Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2018 after selling out during the quarter.
Coe Capital Management sold 10,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2018, an estimated $146K.
Coe Capital Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and held it in 3 quarters.
Coe Capital Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.4M in Q4 2013.
184 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2018.

Based on Coe Capital Management's 13F filing for Q3 2018, filed 19 Nov 2018.