GI
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Gradient Investments’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Gradient Investments’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
Q1 		– Sell
-6,814
Closed -$80.5K – 1630
2023
Q4 		$80.5K Hold
6,814
– – ﹤0.01% 455
2023
Q3 		$70.3K Hold
6,814
– – ﹤0.01% 440
2023
Q2 		$79.7K Hold
6,814
– – ﹤0.01% 433
2023
Q1 		$80.3K Hold
6,814
– – ﹤0.01% 411
2022
Q4 		$82.7K Hold
6,814
– – ﹤0.01% 417
2022
Q3 		$80K Sell
6,814
-3,558
-34% -$48.5K ﹤0.01% 408
2022
Q2 		$136K Hold
10,372
– – ﹤0.01% 332
2022
Q1 		$153K Hold
10,372
– – ﹤0.01% 319
2021
Q4 		$186K Hold
10,372
– – ﹤0.01% 288
2021
Q3 		$178K Hold
10,372
– – 0.01% 294
2021
Q2 		$185K Hold
10,372
– – 0.01% 294
2021
Q1 		$175K Buy
10,372
+3,213
+45% +$53.6K 0.01% 302
2020
Q4 		$112K Hold
7,159
– – ﹤0.01% 305
2020
Q3 		$112K Hold
7,159
– – ﹤0.01% 305
2020
Q2 		$109K Sell
7,159
-754
-10% -$11.1K 0.01% 289
2020
Q1 		$116K Buy
7,913
+754
+11% +$12.2K 0.01% 256
2019
Q4 		$119K Hold
7,159
– – 0.01% 294
2019
Q3 		$120K Hold
7,159
– – 0.01% 288
2019
Q2 		$114K Buy
7,159
+963
+16% +$15K 0.01% 294
2019
Q1 		$94K Hold
6,196
– – 0.01% 287
2018
Q4 		$87K Hold
6,196
– – 0.01% 278
2018
Q3 		$90K Buy
6,196
+1,155
+23% +$17.1K ﹤0.01% 292
2018
Q2 		$74K Sell
5,041
-5,000
-50% -$73.6K ﹤0.01% 297
2018
Q1 		$146K Buy
10,041
+345
+4% +$5.08K 0.01% 251
2017
Q4 		$150K Buy
+9,696
New +$149K 0.01% 262

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Gradient Investments's NVG Position: Q1 2024 in Review

Gradient Investments sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 6,814 shares — an estimated $80.5K sold.

Gradient Investments first reported a position in NVG in Q4 2017 and held it in 25 quarters. The position peaked at $186K in Q4 2021. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

  • Gradient Investments reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 6,814 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $80.5K.
  • Gradient Investments first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and held it in 25 quarters.
  • Gradient Investments's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $186K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.