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Financial Advocates Investment Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-109,342
Closed -$1.29M – 754
2023
Q1 		$1.29M Buy
109,342
+2,261
+2% +$27.2K 0.09% 240
2022
Q4 		$1.3M Buy
107,081
+7,731
+8% +$90.8K 0.1% 235
2022
Q3 		$1.16M Sell
99,350
-698
-0.7% -$9.51K 0.1% 227
2022
Q2 		$1.31M Buy
100,048
+11,990
+14% +$162K 0.11% 219
2022
Q1 		$1.3M Buy
88,058
+3,175
+4% +$49.9K 0.09% 250
2021
Q4 		$1.52M Buy
84,883
+2,460
+3% +$42.9K 0.1% 245
2021
Q3 		$1.41M Buy
82,423
+1,130
+1% +$20.1K 0.1% 244
2021
Q2 		$1.45M Buy
81,293
+13,722
+20% +$238K 0.1% 252
2021
Q1 		$1.14M Sell
67,571
-1,694
-2% -$28.3K 0.08% 285
2020
Q4 		$1.16M Sell
69,265
-104
-0.1% -$1.67K 0.08% 278
2020
Q3 		$1.09M Sell
69,369
-3,124
-4% -$49K 0.09% 232
2020
Q2 		$1.11M Buy
+72,493
New +$1.06M 0.11% 233

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's NVG Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 109,342 shares — an estimated $1.29M sold.

Financial Advocates Investment Management first reported a position in NVG in Q2 2020 and held it in 12 quarters. The position peaked at $1.52M in Q4 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 109,342 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $1.29M.
  • Financial Advocates Investment Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.52M in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.