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Merit Financial Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Merit Financial Group’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
2024
Q1 		– Sell
-67,295
Closed -$795K – 912
2023
Q4 		$795K Sell
67,295
-112,067
-62% -$1.22M 0.02% 372
2023
Q3 		$1.85M Sell
179,362
-5,348
-3% -$60.3K 0.06% 232
2023
Q2 		$2.16M Buy
+184,710
New +$2.15M 0.07% 212

Other funds holding NVG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Merit Financial Group's NVG Position: Q1 2024 in Review

Merit Financial Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 67,295 shares — an estimated $795K sold.

Merit Financial Group first reported a position in NVG in Q2 2023 and held it in 3 quarters. The position peaked at $2.16M in Q2 2023. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

  • Merit Financial Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • Merit Financial Group sold 67,295 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $795K.
  • Merit Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2023 and held it in 3 quarters.
  • Merit Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.16M in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on Merit Financial Group's 13F filing for Q1 2024, filed 6 May 2024.