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Laird Norton Wetherby Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Laird Norton Wetherby 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
2023
Q4 		– Sell
-15,304
Closed -$158K – 965
2023
Q3 		$158K Sell
15,304
-836
-5% -$9.42K 0.01% 839
2023
Q2 		$189K Buy
16,140
+1,028
+7% +$11.9K 0.01% 866
2023
Q1 		$178K Sell
15,112
-8
-0.1% -$96 0.01% 845
2022
Q4 		$184K Buy
+15,120
New +$177K 0.01% 811

Other funds holding NVG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NVG Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2023, closing a stake of 15,304 shares — an estimated $158K sold.

Laird Norton Wetherby Wealth Management first reported a position in NVG in Q4 2022 and held it in 4 quarters. The position peaked at $189K in Q2 2023. 256 funds tracked by Wall St. Rank hold NVG as of Q4 2023.

  • Laird Norton Wetherby Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 15,304 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2023, an estimated $158K.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2022 and held it in 4 quarters.
  • Laird Norton Wetherby Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $189K in Q2 2023.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.