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Cornerstone Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Cornerstone Wealth 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
Q4 		– Sell
-9,669
Closed -$625K – 893
2018
Q3 		$625K Buy
9,669
+513
+6% +$7.58K 0.01% 843
2018
Q2 		$625K Buy
+9,156
New +$135K 0.01% 931

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RCM
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Wells Fargo
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OA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Cornerstone Wealth Management's NVG Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2018, closing a stake of 9,669 shares — an estimated $625K sold.

Cornerstone Wealth Management first reported a position in NVG in Q2 2018 and held it in 2 quarters. The position peaked at $625K in Q3 2018. 187 funds tracked by Wall St. Rank hold NVG as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,669 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2018, an estimated $625K.
  • Cornerstone Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $625K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.