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

Lake Point 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
2020
Q1 		– Sell
-2,120
Closed -$35K – 442
2019
Q4 		$35K Buy
+2,120
New +$34.9K 0.01% 146
2019
Q2 		$34K Hold
2,120
– – 0.01% 185
2019
Q1 		$34K Buy
+2,120
New +$30.8K 0.01% 185

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Lake Point Wealth Management's NVG Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2020, closing a stake of 2,120 shares — an estimated $35K sold.

Lake Point Wealth Management first reported a position in NVG in Q1 2019 and held it in 3 quarters. The position peaked at $35K in Q4 2019. 222 funds tracked by Wall St. Rank hold NVG as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 2,120 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2020, an estimated $35K.
  • Lake Point Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2019 and held it in 3 quarters.
  • Lake Point Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $35K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.