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Kelman-Lazarov Inc’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kelman-Lazarov Inc’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
2017
Q1 		– Sell
-122
Closed -$1.76K – 201
2016
Q4 		$1.76K Hold
122
– – ﹤0.01% 286
2016
Q3 		$1.94K Hold
122
– – ﹤0.01% 336
2016
Q2 		$1.99K Buy
+122
New +$1.91K ﹤0.01% 329

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kelman-Lazarov Inc's NVG Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2017, closing a stake of 122 shares — an estimated $1.76K sold.

Kelman-Lazarov Inc first reported a position in NVG in Q2 2016 and held it in 3 quarters. The position peaked at $1.99K in Q2 2016. 169 funds tracked by Wall St. Rank hold NVG as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 122 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2017, an estimated $1.76K.
  • Kelman-Lazarov Inc first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.99K in Q2 2016.
  • 169 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.