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

JP Morgan Private 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 Q4	–	Sell	-42,151	Closed	-$614K	–	1549
2018 Q3	$614K	Hold	42,151	–	–	﹤0.01%	1002
2018 Q2	$615K	Buy	+42,151	New	+$621K	﹤0.01%	935
2018 Q1	–	Sell	-42,151	Closed	-$651K	–	1350
2017 Q4	$651K	Sell	42,151 -3,599	-8%	-$55.4K	﹤0.01%	784
2017 Q3	$704K	Buy	45,750 +1,727	+4%	+$26.7K	0.01%	724
2017 Q2	$667K	Buy	44,023 +101	+0.2%	+$1.51K	0.01%	736
2017 Q1	$642K	Buy	43,922 +102	+0.2%	+$1.48K	0.01%	768
2016 Q4	$634K	Buy	43,820 +13	+0%	+$190	0.01%	723
2016 Q3	$704K	Buy	43,807 +138	+0.3%	+$2.24K	0.01%	673
2016 Q2	$710K	Buy	43,669 +32,824	+303%	+$514K	0.01%	675
2016 Q1	$165K	Sell	10,845 -9,518	-47%	-$141K	﹤0.01%	1112
2015 Q4	$295K	Buy	+20,363	New	+$286K	﹤0.01%	866

Other funds holding NVG

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

MSL

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

RCM

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RCM

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

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

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

JP Morgan Private Wealth Advisors's NVG Position: Q4 2018 in Review

JP Morgan Private Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2018, closing a stake of 42,151 shares — an estimated $614K sold.

JP Morgan Private Wealth Advisors first reported a position in NVG in Q4 2015 and held it in 11 quarters. The position peaked at $710K in Q2 2016. 187 funds tracked by Wall St. Rank hold NVG as of Q4 2018.

JP Morgan Private Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2018 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 42,151 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2018, an estimated $614K.
JP Morgan Private Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2015 and held it in 11 quarters.
JP Morgan Private Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $710K in Q2 2016.
187 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.