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Leo Brokerage’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Leo Brokerage’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 		$221K Buy
+12,886
New +$229K 0.04% 167
2021
Q2 		– Sell
-19,716
Closed -$333K – 197
2021
Q1 		$333K Hold
19,716
– – 0.09% 139
2020
Q4 		$331K Hold
19,716
– – 0.11% 122
2020
Q3 		$301K Buy
+19,716
New +$309K 0.12% 96

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
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

Leo Brokerage's NVG Position: Q3 2021 in Review

Leo Brokerage opened a new position in Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2021: 12,886 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings. This is a return to the name: Leo Brokerage previously reported a position in NVG as recently as Q1 2021.

Leo Brokerage first reported a position in NVG in Q3 2020 and has held it in 4 quarters since. The position peaked at $333K in Q1 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q3 2021.

  • Leo Brokerage held 12,886 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $221K as of Q3 2021.
  • Nuveen AMT-Free Municipal Credit Income Fund was a new Leo Brokerage position in Q3 2021.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Leo Brokerage's portfolio in Q3 2021, its #167 holding.
  • Leo Brokerage first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2020 and has held it in 4 quarters since.
  • Leo Brokerage's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $333K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2021.

Based on Leo Brokerage's 13F filing for Q3 2021, filed 13 Oct 2021.