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

Ford Financial Group’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
2022 Q1	–	Sell	-5,000	Closed	-$89	–	368
2021 Q4	$89	Buy	+5,000	New	+$87.2K	0.02%	173
2021 Q3	–	Sell	-5,000	Closed	-$89K	–	393
2021 Q2	$89K	Buy	+5,000	New	+$86.7K	0.03%	171
2018 Q4	–	Sell	-11,000	Closed	-$161K	–	62
2018 Q3	$161K	Hold	11,000	–	–	0.12%	40
2018 Q2	$161K	Sell	11,000 -4,350	-28%	-$64.1K	0.12%	38
2018 Q1	$222K	Buy	15,350 +3,000	+24%	+$44.2K	0.17%	38
2017 Q4	$193K	Buy	+12,350	New	+$190K	0.15%	43

Other funds holding NVG

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ford Financial Group's NVG Position: Q1 2022 in Review

Ford Financial Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2022, closing a stake of 5,000 shares — an estimated $89 sold.

Ford Financial Group first reported a position in NVG in Q4 2017 and held it in 6 quarters. The position peaked at $222K in Q1 2018. 257 funds tracked by Wall St. Rank hold NVG as of Q1 2022.

Ford Financial Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 5,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2022, an estimated $89.
Ford Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and held it in 6 quarters.
Ford Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $222K in Q1 2018.
257 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.