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EverSource Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

EverSource Wealth Advisors’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
-1,480
Closed -$18K – 2483
2022
Q4 		$18K Buy
+1,480
New +$17.4K ﹤0.01% 1096

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

EverSource Wealth Advisors's NVG Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 1,480 shares — an estimated $18K sold.

EverSource Wealth Advisors first reported a position in NVG in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 1,480 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $18K.
  • EverSource Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $18K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.