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

Meridian 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
2023 Q4	–	Sell	-13,165	Closed	-$136K	–	608
2023 Q3	$136K	Hold	13,165	–	–	0.01%	519
2023 Q2	$154K	Hold	13,165	–	–	0.01%	521
2023 Q1	$155K	Hold	13,165	–	–	0.01%	519
2022 Q4	$160K	Sell	13,165 -1,503	-10%	-$17.6K	0.02%	498
2022 Q3	$171K	Hold	14,668	–	–	0.02%	458
2022 Q2	$192K	Buy	14,668 +3	+0%	+$41	0.02%	516
2022 Q1	$217K	Hold	14,665	–	–	0.02%	363
2021 Q4	$263K	Hold	14,665	–	–	0.03%	339
2021 Q3	$252K	Hold	14,665	–	–	0.03%	334
2021 Q2	$262K	Buy	14,665 +1,500	+11%	+$26K	0.03%	324
2021 Q1	$222K	Hold	13,165	–	–	0.03%	328
2020 Q4	$220K	Buy	+13,165	New	+$212K	0.03%	305

Other funds holding NVG

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Meridian Wealth Management's NVG Position: Q4 2023 in Review

Meridian Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2023, closing a stake of 13,165 shares — an estimated $136K sold.

Meridian Wealth Management first reported a position in NVG in Q4 2020 and held it in 12 quarters. The position peaked at $263K in Q4 2021. 256 funds tracked by Wall St. Rank hold NVG as of Q4 2023.

Meridian Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
Meridian Wealth Management sold 13,165 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2023, an estimated $136K.
Meridian Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and held it in 12 quarters.
Meridian Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $263K in Q4 2021.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2023.

Based on Meridian Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.