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First Foundation Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

First Foundation 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
2025
Q2 		– Sell
-11,150
Closed -$138K – 346
2025
Q1 		$138K Buy
+11,150
New +$140K 0.01% 327
2024
Q4 		– Sell
-15,094
Closed -$202K – 356
2024
Q3 		$202K Hold
15,094
– – 0.01% 335
2024
Q2 		$188K Buy
15,094
+3,934
+35% +$47K 0.01% 334
2024
Q1 		$136K Hold
11,160
– – 0.01% 359
2023
Q4 		$132K Sell
11,160
-7,083
-39% -$77K 0.01% 371
2023
Q3 		$188K Sell
18,243
-2,525
-12% -$28.5K 0.01% 396
2023
Q2 		$243K Buy
20,768
+27
+0.1% +$314 0.01% 354
2023
Q1 		$244K Buy
20,741
+29
+0.1% +$348 0.01% 329
2022
Q4 		$251K Sell
20,712
-3,333
-14% -$39.1K 0.01% 334
2022
Q3 		$281K Sell
24,045
-766
-3% -$10.4K 0.01% 300
2022
Q2 		$325K Buy
24,811
+7,581
+44% +$103K 0.01% 295
2022
Q1 		$255K Buy
17,230
+32
+0.2% +$503 0.01% 363
2021
Q4 		$308K Buy
17,198
+27
+0.2% +$471 0.01% 338
2021
Q3 		$294K Buy
17,171
+26
+0.2% +$462 0.01% 350
2021
Q2 		$306K Buy
17,145
+26
+0.2% +$451 0.01% 359
2021
Q1 		$289K Buy
17,119
+39
+0.2% +$651 0.01% 342
2020
Q4 		$287K Sell
17,080
-4,529
-21% -$72.9K 0.01% 344
2020
Q3 		$338K Sell
21,609
-664
-3% -$10.4K 0.02% 276
2020
Q2 		$340K Buy
22,273
+1,423
+7% +$20.9K 0.02% 263
2020
Q1 		$306K Buy
20,850
+55
+0.3% +$888 0.02% 276
2019
Q4 		$347K Buy
20,795
+152
+0.7% +$2.5K 0.02% 279
2019
Q3 		$345K Sell
20,643
-592
-3% -$9.72K 0.02% 270
2019
Q2 		$337K Sell
21,235
-3,907
-16% -$60.7K 0.02% 258
2019
Q1 		$380K Sell
25,142
-3,791
-13% -$55.1K 0.02% 242
2018
Q4 		$404K Buy
28,933
+1,354
+5% +$18.6K 0.03% 289
2018
Q3 		$402K Buy
27,579
+43
+0.2% +$636 0.02% 261
2018
Q2 		$402K Buy
27,536
+700
+3% +$10.3K 0.02% 234
2018
Q1 		$389K Sell
26,836
-7,418
-22% -$109K 0.02% 235
2017
Q4 		$529K Sell
34,254
-200
-0.6% -$3.08K 0.03% 223
2017
Q3 		$530K Sell
34,454
-244,061
-88% -$3.77M 0.03% 197
2017
Q2 		$4.22M Buy
278,515
+7,374
+3% +$110K 0.25% 62
2017
Q1 		$3.96M Sell
271,141
-5,416
-2% -$78.5K 0.25% 69
2016
Q4 		$4M Sell
276,557
-26,533
-9% -$388K 0.26% 73
2016
Q3 		$4.87M Buy
303,090
+27,311
+10% +$442K 0.34% 59
2016
Q2 		$4.48M Buy
275,779
+238,371
+637% +$3.73M 0.32% 60
2016
Q1 		$567K Buy
+37,408
New +$552K 0.04% 163

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Foundation Advisors's NVG Position: Q2 2025 in Review

First Foundation Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2025, closing a stake of 11,150 shares — an estimated $138K sold.

First Foundation Advisors first reported a position in NVG in Q1 2016 and held it in 36 quarters. The position peaked at $4.87M in Q3 2016. 257 funds tracked by Wall St. Rank hold NVG as of Q2 2025.

  • First Foundation Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2025 after selling out during the quarter.
  • First Foundation Advisors sold 11,150 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2025, an estimated $138K.
  • First Foundation Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2016 and held it in 36 quarters.
  • First Foundation Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $4.87M in Q3 2016.
  • 257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2025.

Based on First Foundation Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.