Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
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English
English
Deutsch
Español
Português
日本語
한국어
繁體中文
IWC
Integrated Wealth Counsel’s
Nuveen AMT-Free Municipal Credit Income Fund
NVG
Stock Holding History
Integrated Wealth Counsel’s Portfolio
NVG Stock Details
NVG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q4
–
Hold
0
–
–
–
173
2016
Q3
–
Hold
0
–
–
–
157
2016
Q2
–
Hold
0
–
–
–
67
Other funds holding NVG
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$765B AUM
28.39%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Mackay Shields LLC
New York
$2.76B AUM
2.8%
1-Year Est. Return
Rivernorth Capital Management
West Palm Beach, Florida
$2.1B AUM
2.15%
1-Year Est. Return
Guggenheim Capital
Chicago, Illinois
$15.9B AUM
53.4%
1-Year Est. Return
Advisors Asset Management
Monument, Colorado
$6.34B AUM
22.84%
1-Year Est. Return
LPL Financial
San Diego, California
$468B AUM
17.69%
1-Year Est. Return
IP
Ironsides Partners
Boston, Massachusetts
$27.7M AUM
1.11%
1-Year Est. Return
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Institutional Conviction Index
Stock index based on fund manager consensus updated each quarter
Theme
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