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Integrated Wealth Management (Palm Desert)’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-2,223
Closed -$36K – 759
2016
Q3 		$36K Hold
2,223
– – 0.01% 477
2016
Q2 		$36K Buy
+2,223
New +$34.8K 0.01% 467

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MSL
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RCM
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GC
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AAM
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IP
Ironsides Partners Boston, Massachusetts $27.7M AUM 1.11% 1-Year Est. Return
RJA
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Integrated Wealth Management (Palm Desert)'s NVG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2016, closing a stake of 2,223 shares — an estimated $36K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NVG in Q2 2016 and held it in 2 quarters. The position peaked at $36K in Q3 2016. 168 funds tracked by Wall St. Rank hold NVG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,223 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2016, an estimated $36K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Nuveen AMT-Free Municipal Credit Income Fund position peaked at $36K in Q3 2016.
  • 168 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.