Ken Fisher’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Ken Fisher’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
2024 Q1	–	Sell	-15,578	Closed	-$184K	–	1026
2023 Q4	$184K	Buy	+15,578	New	+$169K	﹤0.01%	962
2021 Q1	–	Sell	-22,944	Closed	-$385K	–	954
2020 Q4	$385K	Buy	+22,944	New	+$369K	﹤0.01%	750
2019 Q1	–	Sell	-10,279	Closed	-$144K	–	843
2018 Q4	$144K	Buy	+10,279	New	+$141K	﹤0.01%	777

Other funds holding NVG

RCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

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

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

RCM

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ken Fisher's NVG Position: Q1 2024 in Review

Ken Fisher sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 15,578 shares — an estimated $184K sold.

Ken Fisher first reported a position in NVG in Q4 2018 and held it in 3 quarters. The position peaked at $385K in Q4 2020. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

Ken Fisher reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
Ken Fisher sold 15,578 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $184K.
Ken Fisher first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and held it in 3 quarters.
Ken Fisher's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $385K in Q4 2020.
253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on Fisher Asset Management's 13F filing for Q1 2024, filed 9 May 2024.