Graves Light Lenhart Wealth’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-8,321	Closed	-$109K	–	438
2022 Q2	$109K	Hold	8,321	–	–	0.02%	221
2022 Q1	$123K	Hold	8,321	–	–	0.02%	232
2021 Q4	$149K	Hold	8,321	–	–	0.02%	230
2021 Q3	$143K	Hold	8,321	–	–	0.02%	219
2021 Q2	$149K	Hold	8,321	–	–	0.02%	209
2021 Q1	$141K	Hold	8,321	–	–	0.02%	214
2020 Q4	$140K	Buy	+8,321	New	+$134K	0.03%	212
2020 Q2	–	Sell	-19,672	Closed	-$289K	–	172
2020 Q1	$289K	Hold	19,672	–	–	0.08%	113
2019 Q4	$328K	Hold	19,672	–	–	0.07%	123
2019 Q3	$324K	Hold	19,672	–	–	0.07%	125
2019 Q2	$312K	Buy	19,672 +4,138	+27%	+$64.3K	0.07%	116
2019 Q1	$235K	Buy	+15,534	New	+$226K	0.06%	135

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

Graves Light Lenhart Wealth's NVG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2022, closing a stake of 8,321 shares — an estimated $109K sold.

Graves Light Lenhart Wealth first reported a position in NVG in Q1 2019 and held it in 12 quarters. The position peaked at $328K in Q4 2019. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 8,321 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $109K.
Graves Light Lenhart Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2019 and held it in 12 quarters.
Graves Light Lenhart Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $328K in Q4 2019.
239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.