Evergreen Capital Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Evergreen Capital 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
2023 Q1	–	Sell	-14,984	Closed	-$182K	–	746
2022 Q4	$182K	Buy	+14,984	New	+$176K	0.01%	630
2021 Q2	–	Sell	-13,601	Closed	-$230K	–	547
2021 Q1	$230K	Hold	13,601	–	–	0.01%	451
2020 Q4	$228K	Hold	13,601	–	–	0.01%	395
2020 Q3	$213K	Hold	13,601	–	–	0.01%	382
2020 Q2	$208K	Hold	13,601	–	–	0.02%	359
2020 Q1	$200K	Hold	13,601	–	–	0.02%	332
2019 Q4	$227K	Hold	13,601	–	–	0.02%	413
2019 Q3	$228K	Hold	13,601	–	–	0.02%	363
2019 Q2	$216K	Buy	+13,601	New	+$211K	0.02%	375
2019 Q1	–	Hold	0	–	–	–	359
2018 Q4	–	Hold	0	–	–	–	347
2018 Q3	–	Hold	0	–	–	–	369
2018 Q2	–	Hold	0	–	–	–	341
2018 Q1	–	Hold	0	–	–	–	292
2017 Q4	–	Hold	0	–	–	–	206
2017 Q3	–	Hold	0	–	–	–	180

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

Evergreen Capital Management's NVG Position: Q1 2023 in Review

Evergreen Capital Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 14,984 shares — an estimated $182K sold.

Evergreen Capital Management first reported a position in NVG in Q2 2019 and held it in 9 quarters. The position peaked at $230K in Q1 2021. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

Evergreen Capital Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
Evergreen Capital Management sold 14,984 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $182K.
Evergreen Capital Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2019 and held it in 9 quarters.
Evergreen Capital Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $230K in Q1 2021.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on Evergreen Capital Management's 13F filing for Q1 2023, filed 15 May 2023.