Danda Trouve Investment Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Danda Trouve Investment 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
2022 Q3	$2.71M	Sell	232,164 -7,161	-3%	-$97.5K	5.01%	8
2022 Q2	$3.14M	Buy	239,325 +5,651	+2%	+$76.5K	4.83%	10
2022 Q1	$3.46M	Buy	233,674 +2,185	+0.9%	+$34.4K	4.32%	9
2021 Q4	$4.15M	Buy	231,489 +9,441	+4%	+$165K	4.7%	8
2021 Q3	$3.81M	Buy	222,048 +4,882	+2%	+$86.8K	4.59%	7
2021 Q2	$3.88M	Buy	217,166 +3,262	+2%	+$56.6K	4.61%	6
2021 Q1	$3.62M	Buy	213,904 +6,874	+3%	+$115K	4.45%	6
2020 Q4	$3.47M	Buy	207,030 +6,986	+3%	+$112K	4.24%	7
2020 Q3	$3.13M	Sell	200,044 -2,400	-1%	-$37.6K	4.27%	10
2020 Q2	$3.09M	Buy	202,444 +289	+0.1%	+$4.24K	4.68%	5
2020 Q1	$2.97M	Buy	202,155 +4,733	+2%	+$76.4K	6.16%	5
2019 Q4	$3.29M	Buy	+197,422	New	+$3.25M	4.74%	5

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

HWAM

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Danda Trouve Investment Management's NVG Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 3% in Q3 2022, selling an estimated $97.5K and leaving 232,164 shares worth $2.71M. The position accounts for 5.01% of the portfolio, ranked #8.

Danda Trouve Investment Management first reported a position in NVG in Q4 2019 and has held it in 12 quarters since. The position peaked at $4.15M in Q4 2021. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

Danda Trouve Investment Management held 232,164 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $2.71M as of Q3 2022.
Danda Trouve Investment Management sold 7,161 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $97.5K.
Nuveen AMT-Free Municipal Credit Income Fund made up 5.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #8 holding.
Danda Trouve Investment Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $4.15M in Q4 2021.
239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.