Kiley Juergens Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Kiley Juergens Wealth Management’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
2019 Q1	–	Sell	-18,703	Closed	-$261K	–	39
2018 Q4	$261K	Hold	18,703	–	–	0.37%	37
2018 Q3	$272K	Sell	18,703 -13,600	-42%	-$201K	0.2%	79
2018 Q2	$471K	Hold	32,303	–	–	0.42%	50
2018 Q1	$468K	Hold	32,303	–	–	0.51%	47
2017 Q4	$498K	Buy	+32,303	New	+$497K	0.45%	43

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

JFGIW

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

SIA

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

Kiley Juergens Wealth Management's NVG Position: Q1 2019 in Review

Kiley Juergens Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2019, closing a stake of 18,703 shares — an estimated $261K sold.

Kiley Juergens Wealth Management first reported a position in NVG in Q4 2017 and held it in 5 quarters. The position peaked at $498K in Q4 2017. 188 funds tracked by Wall St. Rank hold NVG as of Q1 2019.

Kiley Juergens Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2019 after selling out during the quarter.
Kiley Juergens Wealth Management sold 18,703 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2019, an estimated $261K.
Kiley Juergens Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and held it in 5 quarters.
Kiley Juergens Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $498K in Q4 2017.
188 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2019.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2019, filed 12 Apr 2019.