Fort Point Capital Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Fort Point Capital Partners’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
2024 Q3	–	Sell	-191,616	Closed	-$2.39M	–	330
2024 Q2	$2.39M	Buy	191,616 +29,501	+18%	+$352K	0.3%	58
2024 Q1	$1.97M	Buy	+162,115	New	+$1.93M	0.26%	65
2023 Q4	–	Sell	-35,664	Closed	-$368K	–	317
2023 Q3	$368K	Buy	35,664 +22,759	+176%	+$256K	0.06%	179
2023 Q2	$151K	Buy	+12,905	New	+$150K	0.02%	279

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RCM

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MSL

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

Fort Point Capital Partners's NVG Position: Q3 2024 in Review

Fort Point Capital Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2024, closing a stake of 191,616 shares — an estimated $2.39M sold.

Fort Point Capital Partners first reported a position in NVG in Q2 2023 and held it in 4 quarters. The position peaked at $2.39M in Q2 2024. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2024.

Fort Point Capital Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
Fort Point Capital Partners sold 191,616 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2024, an estimated $2.39M.
Fort Point Capital Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2023 and held it in 4 quarters.
Fort Point Capital Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.39M in Q2 2024.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2024.

Based on Fort Point Capital Partners's 13F filing for Q3 2024, filed 14 Nov 2024.