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Lloyd Park’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Lloyd Park’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
2022
Q3 		$343K Buy
29,222
+404
+1% +$5.5K 0.42% 55
2022
Q2 		$380K Buy
+28,818
New +$390K 0.4% 57
2022
Q1 		– Sell
-48,638
Closed -$872K – 85
2021
Q4 		$872K Buy
+48,638
New +$848K 0.49% 49

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lloyd Park's NVG Position: Q3 2022 in Review

Lloyd Park increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 1.4% in Q3 2022, buying an estimated $5.5K and bringing the position to 29,222 shares worth $343K. The position accounts for 0.42% of the portfolio, ranked #55.

Lloyd Park first reported a position in NVG in Q4 2021 and has held it in 3 quarters since. The position peaked at $872K in Q4 2021. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

  • Lloyd Park held 29,222 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $343K as of Q3 2022.
  • Lloyd Park bought 404 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $5.5K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.42% of Lloyd Park's portfolio in Q3 2022, its #55 holding.
  • Lloyd Park first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and has held it in 3 quarters since.
  • Lloyd Park's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $872K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.