Financial Perspectives’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Financial Perspectives’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 Q3	–	Sell	-195	Closed	-$2.28K	–	710
2023 Q2	$2.28K	Hold	195	–	–	﹤0.01%	571
2023 Q1	$2.3K	Hold	195	–	–	﹤0.01%	566
2022 Q4	$2.37K	Hold	195	–	–	﹤0.01%	570
2022 Q3	$2.28K	Hold	195	–	–	﹤0.01%	568
2022 Q2	$2.56K	Hold	195	–	–	﹤0.01%	574
2022 Q1	$2.88K	Hold	195	–	–	﹤0.01%	574
2021 Q4	$3.5K	Hold	195	–	–	﹤0.01%	544
2021 Q3	$3.34K	Hold	195	–	–	﹤0.01%	553
2021 Q2	$3.48K	Sell	195 -3,101	-94%	-$53.8K	﹤0.01%	571
2021 Q1	$195K	Buy	3,296 +3,101	+1,590%	+$51.8K	0.01%	410
2020 Q4	$3.27K	Hold	195	–	–	﹤0.01%	512
2020 Q3	$3.05K	Hold	195	–	–	﹤0.01%	463
2020 Q2	$2.98K	Hold	195	–	–	﹤0.01%	460
2020 Q1	$2.86K	Hold	195	–	–	﹤0.01%	430
2019 Q4	$3.25K	Buy	+195	New	+$3.21K	﹤0.01%	423

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Financial Perspectives's NVG Position: Q3 2023 in Review

Financial Perspectives sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2023, closing a stake of 195 shares — an estimated $2.28K sold.

Financial Perspectives first reported a position in NVG in Q4 2019 and held it in 15 quarters. The position peaked at $195K in Q1 2021. 240 funds tracked by Wall St. Rank hold NVG as of Q3 2023.

Financial Perspectives reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2023 after selling out during the quarter.
Financial Perspectives sold 195 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2023, an estimated $2.28K.
Financial Perspectives first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 15 quarters.
Financial Perspectives's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $195K in Q1 2021.
240 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2023.

Based on Financial Perspectives's 13F filing for Q3 2023, filed 10 Jan 2024.