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Evercore Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Evercore Wealth 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
2016
Q3 		– Sell
-1,997
Closed -$32K – 1048
2016
Q2 		$32K Buy
+1,997
New +$31.3K ﹤0.01% 674

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KIM
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MSL
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AAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Evercore Wealth Management's NVG Position: Q3 2016 in Review

Evercore Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2016, closing a stake of 1,997 shares — an estimated $32K sold.

Evercore Wealth Management first reported a position in NVG in Q2 2016 and held it in 1 quarter. The position peaked at $32K in Q2 2016. 170 funds tracked by Wall St. Rank hold NVG as of Q3 2016.

  • Evercore Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,997 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2016, an estimated $32K.
  • Evercore Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $32K in Q2 2016.
  • 170 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.