LWA
NVG icon

Lenox Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Lenox Wealth Advisors’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
Q3 		– Sell
-4,105
Closed -$63K – 626
2020
Q2 		$63K Buy
+4,105
New +$60.2K 0.01% 136

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lenox Wealth Advisors's NVG Position: Q3 2020 in Review

Lenox Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2020, closing a stake of 4,105 shares — an estimated $63K sold.

Lenox Wealth Advisors first reported a position in NVG in Q2 2020 and held it in 1 quarter. The position peaked at $63K in Q2 2020. 220 funds tracked by Wall St. Rank hold NVG as of Q3 2020.

  • Lenox Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 4,105 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2020, an estimated $63K.
  • Lenox Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2020 and held it in 1 quarter.
  • Lenox Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $63K in Q2 2020.
  • 220 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2020.

Based on Lenox Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.