JFS Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

JFS Wealth Advisors’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
2018 Q3	–	Sell	-7,500	Closed	-$109K	–	540
2018 Q2	$109K	Hold	7,500	–	–	0.03%	186
2018 Q1	$109K	Hold	7,500	–	–	0.03%	188
2017 Q4	$116K	Hold	7,500	–	–	0.03%	189
2017 Q3	$115K	Buy	+7,500	New	+$116K	0.03%	179

Other funds holding NVG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

JFS Wealth Advisors's NVG Position: Q3 2018 in Review

JFS Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2018, closing a stake of 7,500 shares — an estimated $109K sold.

JFS Wealth Advisors first reported a position in NVG in Q3 2017 and held it in 4 quarters. The position peaked at $116K in Q4 2017. 184 funds tracked by Wall St. Rank hold NVG as of Q3 2018.

JFS Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2018 after selling out during the quarter.
JFS Wealth Advisors sold 7,500 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2018, an estimated $109K.
JFS Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2017 and held it in 4 quarters.
JFS Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $116K in Q4 2017.
184 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2018.

Based on JFS Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.