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

Family 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	-108,477	Closed	-$1.32M	–	169
2022 Q4	$1.32M	Buy	+108,477	New	+$1.27M	0.32%	62
2020 Q2	–	Sell	-35,181	Closed	-$516K	–	169
2020 Q1	$516K	Buy	35,181 +7,049	+25%	+$114K	0.26%	74
2019 Q4	$469K	Buy	28,132 +2,640	+10%	+$43.4K	0.16%	96
2019 Q3	$426K	Hold	25,492	–	–	0.16%	92
2019 Q2	$405K	Hold	25,492	–	–	0.16%	92
2019 Q1	$385K	Sell	25,492 -3,880	-13%	-$56.4K	0.17%	93
2018 Q4	$411K	Buy	+29,372	New	+$403K	0.17%	84

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

Family Management's NVG Position: Q1 2023 in Review

Family Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 108,477 shares — an estimated $1.32M sold.

Family Management first reported a position in NVG in Q4 2018 and held it in 7 quarters. The position peaked at $1.32M in Q4 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

Family Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
Family Management sold 108,477 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $1.32M.
Family Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and held it in 7 quarters.
Family Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.32M in Q4 2022.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

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