FineMark National Bank & Trust’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-4,874	Closed	-$70K	–	787
2016 Q4	$70K	Buy	4,874 +2,936	+151%	+$43K	0.01%	561
2016 Q3	$31K	Hold	1,938	–	–	﹤0.01%	713
2016 Q2	$32K	Hold	1,938	–	–	﹤0.01%	723
2016 Q1	$29K	Hold	1,938	–	–	﹤0.01%	710
2015 Q4	$28K	Hold	1,938	–	–	﹤0.01%	749
2015 Q3	$27K	Hold	1,938	–	–	﹤0.01%	783
2015 Q2	$26K	Hold	1,938	–	–	﹤0.01%	825
2015 Q1	$28K	Hold	1,938	–	–	﹤0.01%	803
2014 Q4	$27K	Hold	1,938	–	–	﹤0.01%	839
2014 Q3	$27K	Sell	1,938 -562	-22%	-$8.05K	﹤0.01%	808
2014 Q2	$35K	Hold	2,500	–	–	0.01%	734
2014 Q1	$33K	Hold	2,500	–	–	0.01%	726
2013 Q4	$31K	Hold	2,500	–	–	0.01%	700
2013 Q3	$32K	Hold	2,500	–	–	0.01%	669
2013 Q2	$34K	Buy	+2,500	New	+$36K	0.01%	646

Other funds holding NVG

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FineMark National Bank & Trust's NVG Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2017, closing a stake of 4,874 shares — an estimated $70K sold.

FineMark National Bank & Trust first reported a position in NVG in Q2 2013 and held it in 15 quarters. The position peaked at $70K in Q4 2016. 169 funds tracked by Wall St. Rank hold NVG as of Q1 2017.

FineMark National Bank & Trust reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 4,874 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2017, an estimated $70K.
FineMark National Bank & Trust first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and held it in 15 quarters.
FineMark National Bank & Trust's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $70K in Q4 2016.
169 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.