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Great Valley Advisor Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Great Valley Advisor 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
2023
Q4 		– Sell
-12,023
Closed -$124K – 740
2023
Q3 		$124K Hold
12,023
– – 0.01% 648
2023
Q2 		$141K Hold
12,023
– – 0.01% 674
2023
Q1 		$142K Hold
12,023
– – 0.01% 667
2022
Q4 		$146K Buy
+12,023
New +$141K 0.01% 656

Other funds holding NVG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Great Valley Advisor Group's NVG Position: Q4 2023 in Review

Great Valley Advisor Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2023, closing a stake of 12,023 shares — an estimated $124K sold.

Great Valley Advisor Group first reported a position in NVG in Q4 2022 and held it in 4 quarters. The position peaked at $146K in Q4 2022. 256 funds tracked by Wall St. Rank hold NVG as of Q4 2023.

  • Great Valley Advisor Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 12,023 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2023, an estimated $124K.
  • Great Valley Advisor Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 4 quarters.
  • Great Valley Advisor Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $146K in Q4 2022.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2023.

Based on Great Valley Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.