Kerntke Otto McGlone Wealth Management Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
2021 Q3	–	Sell	-171,396	Closed	-$3.06M	–	101
2021 Q2	$3.06M	Sell	171,396 -7,610	-4%	-$132K	1.22%	23
2021 Q1	$3.02M	Sell	179,006 -776	-0.4%	-$13K	1.59%	19
2020 Q4	$3.02M	Buy	179,782 +3,982	+2%	+$64.1K	1.78%	18
2020 Q3	$2.75M	Buy	175,800 +19,945	+13%	+$313K	2.02%	15
2020 Q2	$2.38M	Buy	155,855 +16,241	+12%	+$238K	2.17%	13
2020 Q1	$2.05M	Buy	139,614 +9,718	+7%	+$157K	2.3%	13
2019 Q4	$2.17M	Buy	+129,896	New	+$2.14M	1.83%	15

Other funds holding NVG

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's NVG Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2021, closing a stake of 171,396 shares — an estimated $3.06M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in NVG in Q4 2019 and held it in 7 quarters. The position peaked at $3.06M in Q2 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 171,396 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2021, an estimated $3.06M.
Kerntke Otto McGlone Wealth Management Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $3.06M in Q2 2021.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.