HBK Sorce Advisory’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

HBK Sorce Advisory’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
2020 Q1	–	Sell	-11,047	Closed	-$184K	–	439
2019 Q4	$184K	Buy	11,047 +432	+4%	+$7.11K	0.02%	417
2019 Q3	$178K	Hold	10,615	–	–	0.02%	387
2019 Q2	$168K	Buy	+10,615	New	+$165K	0.02%	391

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

RCM

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

HBK Sorce Advisory's NVG Position: Q1 2020 in Review

HBK Sorce Advisory sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2020, closing a stake of 11,047 shares — an estimated $184K sold.

HBK Sorce Advisory first reported a position in NVG in Q2 2019 and held it in 3 quarters. The position peaked at $184K in Q4 2019. 222 funds tracked by Wall St. Rank hold NVG as of Q1 2020.

HBK Sorce Advisory reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2020 after selling out during the quarter.
HBK Sorce Advisory sold 11,047 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2020, an estimated $184K.
HBK Sorce Advisory first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2019 and held it in 3 quarters.
HBK Sorce Advisory's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $184K in Q4 2019.
222 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2020.

Based on HBK Sorce Advisory's 13F filing for Q1 2020, filed 15 May 2020.