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

Merriman 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
2019
Q2 		– Sell
-11,458
Closed -$173K – 214
2019
Q1 		$173K Hold
11,458
– – 0.03% 194
2018
Q4 		$163K Buy
+11,458
New +$157K 0.04% 158
2014
Q1 		– Sell
-21,500
Closed -$269K – 80
2013
Q4 		$269K Buy
21,500
+9,500
+79% +$119K 0.11% 71
2013
Q3 		$152K Buy
+12,000
New +$150K 0.08% 52

Other funds holding NVG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Merriman Wealth Management's NVG Position: Q2 2019 in Review

Merriman Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2019, closing a stake of 11,458 shares — an estimated $173K sold.

Merriman Wealth Management first reported a position in NVG in Q3 2013 and held it in 4 quarters. The position peaked at $269K in Q4 2013. 186 funds tracked by Wall St. Rank hold NVG as of Q2 2019.

  • Merriman Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2019 after selling out during the quarter.
  • Merriman Wealth Management sold 11,458 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2019, an estimated $173K.
  • Merriman Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2013 and held it in 4 quarters.
  • Merriman Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $269K in Q4 2013.
  • 186 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2019.

Based on Merriman Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.