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Crestwood Advisors Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Crestwood Advisors 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
2017
Q2 		– Sell
-3,387
Closed -$50K – 349
2017
Q1 		$50K Buy
+3,387
New +$49.1K ﹤0.01% 257

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crestwood Advisors Group's NVG Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2017, closing a stake of 3,387 shares — an estimated $50K sold.

Crestwood Advisors Group first reported a position in NVG in Q1 2017 and held it in 1 quarter. The position peaked at $50K in Q1 2017. 163 funds tracked by Wall St. Rank hold NVG as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 3,387 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2017, an estimated $50K.
  • Crestwood Advisors Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $50K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.