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Epstein & White Financial’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Epstein & White Financial’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 		$185K Buy
+10,363
New +$180K 0.05% 92
2020
Q1 		– Sell
-10,766
Closed -$179K – 84
2019
Q4 		$179K Buy
+10,766
New +$177K 0.08% 70

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HWAM
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RJFSA
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Epstein & White Financial's NVG Position: Q2 2021 in Review

Epstein & White Financial opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2021: 10,363 shares worth $185K. The stake represents 0.05% of the portfolio and ranks #92 among its holdings. This is a return to the name: Epstein & White Financial previously reported a position in NVG as recently as Q4 2019.

Epstein & White Financial first reported a position in NVG in Q4 2019 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold NVG as of Q2 2021.

  • Epstein & White Financial held 10,363 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $185K as of Q2 2021.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new Epstein & White Financial position in Q2 2021.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.05% of Epstein & White Financial's portfolio in Q2 2021, its #92 holding.
  • Epstein & White Financial first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.