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

Liberty 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
2021 Q4	–	Sell	-119	Closed	-$2K	–	789
2021 Q3	$2K	Buy	119 +1	+0.8%	+$18	﹤0.01%	1072
2021 Q2	$2K	Buy	118 +2	+2%	+$35	﹤0.01%	934
2021 Q1	$1K	Hold	116	–	–	﹤0.01%	888
2020 Q4	$1K	Buy	116 +3	+3%	+$48	﹤0.01%	889
2020 Q3	$2K	Buy	113 +1	+0.9%	+$16	﹤0.01%	772
2020 Q2	$2K	Buy	112 +2	+2%	+$29	﹤0.01%	746
2020 Q1	$2K	Buy	110 +1	+0.9%	+$16	﹤0.01%	739
2019 Q4	$2K	Buy	109 +2	+2%	+$33	﹤0.01%	777
2019 Q3	$2K	Buy	107 +1	+0.9%	+$16	﹤0.01%	748
2019 Q2	$2K	Buy	106 +2	+2%	+$31	﹤0.01%	769
2019 Q1	$1K	Buy	104 +1	+1%	+$15	﹤0.01%	689
2018 Q4	$1K	Buy	+103	New	+$1.41K	﹤0.01%	719

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Liberty Wealth Management's NVG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2021, closing a stake of 119 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in NVG in Q4 2018 and held it in 12 quarters. The position peaked at $2K in Q3 2021. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

Liberty Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 119 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2K in Q3 2021.
265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.