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Confluence Wealth Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-1,670
Closed -$29K – 852
2021
Q4 		$29K Buy
+1,670
New +$29.1K 0.01% 622

Other funds holding NVG

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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Confluence Wealth Services's NVG Position: Q1 2022 in Review

Confluence Wealth Services sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2022, closing a stake of 1,670 shares — an estimated $29K sold.

Confluence Wealth Services first reported a position in NVG in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 257 funds tracked by Wall St. Rank hold NVG as of Q1 2022.

  • Confluence Wealth Services reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,670 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2022, an estimated $29K.
  • Confluence Wealth Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $29K in Q4 2021.
  • 257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.