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IHT Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

IHT Wealth Management’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
-10,306
Closed -$106K – 1013
2023
Q3 		$106K Buy
+10,306
New +$116K 0.01% 921
2023
Q2 		– Sell
-22,403
Closed -$264K – 1006
2023
Q1 		$264K Buy
22,403
+2,120
+10% +$25.5K 0.02% 740
2022
Q4 		$246K Buy
20,283
+3,322
+20% +$39K 0.02% 738
2022
Q3 		$198K Buy
16,961
+993
+6% +$13.5K 0.02% 779
2022
Q2 		$209K Buy
15,968
+183
+1% +$2.48K 0.02% 653
2022
Q1 		$233K Sell
15,785
-543
-3% -$8.54K 0.02% 660
2021
Q4 		$293K Buy
16,328
+150
+0.9% +$2.62K 0.02% 623
2021
Q3 		$277K Buy
+16,178
New +$288K 0.02% 618
2020
Q2 		– Sell
-16,378
Closed -$240K – 618
2020
Q1 		$240K Buy
+16,378
New +$264K 0.03% 448

Other funds holding NVG

Morgan Stanley
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

IHT Wealth Management's NVG Position: Q4 2023 in Review

IHT Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2023, closing a stake of 10,306 shares — an estimated $106K sold.

IHT Wealth Management first reported a position in NVG in Q1 2020 and held it in 9 quarters. The position peaked at $293K in Q4 2021. 256 funds tracked by Wall St. Rank hold NVG as of Q4 2023.

  • IHT Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • IHT Wealth Management sold 10,306 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2023, an estimated $106K.
  • IHT Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2020 and held it in 9 quarters.
  • IHT Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $293K in Q4 2021.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2023.

Based on IHT Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.