Delphi Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Delphi Financial 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
2021 Q2	–	Sell	-52,386	Closed	-$885K	–	33
2021 Q1	$885K	Sell	52,386 -12,401	-19%	-$207K	0.27%	25
2020 Q4	$1.09M	Hold	64,787	–	–	0.38%	24
2020 Q3	$1.01M	Buy	64,787 +12,286	+23%	+$193K	0.59%	17
2020 Q2	$802K	Buy	52,501 +12,401	+31%	+$182K	0.46%	17
2020 Q1	$589K	Hold	40,100	–	–	0.29%	20
2019 Q4	$668K	Hold	40,100	–	–	0.2%	20
2019 Q3	$671K	Hold	40,100	–	–	0.23%	18
2019 Q2	$636K	Sell	40,100 -97,800	-71%	-$1.52M	0.24%	18
2019 Q1	$2.08M	Hold	137,900	–	–	0.79%	11
2018 Q4	$1.93M	Buy	+137,900	New	+$1.89M	0.95%	9

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

HWAM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

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

Delphi Financial Group's NVG Position: Q2 2021 in Review

Delphi Financial Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2021, closing a stake of 52,386 shares — an estimated $885K sold.

Delphi Financial Group first reported a position in NVG in Q4 2018 and held it in 10 quarters. The position peaked at $2.08M in Q1 2019. 249 funds tracked by Wall St. Rank hold NVG as of Q2 2021.

Delphi Financial Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2021 after selling out during the quarter.
Delphi Financial Group sold 52,386 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2021, an estimated $885K.
Delphi Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and held it in 10 quarters.
Delphi Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.08M in Q1 2019.
249 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2021.

Based on Delphi Financial Group's 13F filing for Q2 2021, filed 6 Aug 2021.