D'Orazio & Associates’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

D'Orazio & Associates’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 Q4	–	Sell	-1,000	Closed	-$17K	–	500
2021 Q3	$17K	Hold	1,000	–	–	﹤0.01%	439
2021 Q2	$18K	Hold	1,000	–	–	﹤0.01%	267
2021 Q1	$17K	Hold	1,000	–	–	﹤0.01%	250
2020 Q4	$17K	Hold	1,000	–	–	0.01%	239
2020 Q3	$16K	Hold	1,000	–	–	0.01%	208
2020 Q2	$15K	Hold	1,000	–	–	0.01%	215
2020 Q1	$15K	Hold	1,000	–	–	0.01%	202
2019 Q4	$17K	Hold	1,000	–	–	0.01%	224
2019 Q3	$17K	Hold	1,000	–	–	0.01%	219
2019 Q2	$16K	Hold	1,000	–	–	﹤0.01%	216
2019 Q1	$15K	Buy	+1,000	New	+$14.5K	﹤0.01%	214

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

HWAM

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

VanEck Associates New York $133B AUM 72.99% 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

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

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

RJFSA

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

D'Orazio & Associates's NVG Position: Q4 2021 in Review

D'Orazio & Associates sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2021, closing a stake of 1,000 shares — an estimated $17K sold.

D'Orazio & Associates first reported a position in NVG in Q1 2019 and held it in 11 quarters. The position peaked at $18K in Q2 2021. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

D'Orazio & Associates reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $17K.
D'Orazio & Associates first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2019 and held it in 11 quarters.
D'Orazio & Associates's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $18K in Q2 2021.
265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.