Dynamic Advisor Solutions’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Dynamic Advisor Solutions’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
2023 Q1	–	Sell	-20,543	Closed	-$249K	–	784
2022 Q4	$249K	Sell	20,543 -6,354	-24%	-$74.6K	0.02%	602
2022 Q3	$314K	Buy	26,897 +426	+2%	+$5.8K	0.02%	516
2022 Q2	$347K	Buy	+26,471	New	+$359K	0.03%	490
2021 Q1	–	Sell	-11,191	Closed	-$188K	–	751
2020 Q4	$188K	Buy	11,191 +18	+0.2%	+$290	0.02%	611
2020 Q3	$175K	Buy	11,173 +10	+0.1%	+$157	0.02%	544
2020 Q2	$171K	Buy	11,163 +800	+8%	+$11.7K	0.02%	493
2020 Q1	$152K	Buy	+10,363	New	+$167K	0.03%	430

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Dynamic Advisor Solutions's NVG Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 20,543 shares — an estimated $249K sold.

Dynamic Advisor Solutions first reported a position in NVG in Q1 2020 and held it in 7 quarters. The position peaked at $347K in Q2 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

Dynamic Advisor Solutions reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 20,543 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $249K.
Dynamic Advisor Solutions first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2020 and held it in 7 quarters.
Dynamic Advisor Solutions's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $347K in Q2 2022.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.