MAM
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Milestone Asset Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Milestone Asset 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
2025
Q1 		– Sell
-14,920
Closed -$183K – 240
2024
Q4 		$183K Sell
14,920
-353,756
-96% -$4.56M 0.04% 220
2024
Q3 		$4.94M Buy
+368,676
New +$4.73M 1.11% 19

Other funds holding NVG

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Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Milestone Asset Management's NVG Position: Q1 2025 in Review

Milestone Asset Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 14,920 shares — an estimated $183K sold.

Milestone Asset Management first reported a position in NVG in Q3 2024 and held it in 2 quarters. The position peaked at $4.94M in Q3 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

  • Milestone Asset Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • Milestone Asset Management sold 14,920 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $183K.
  • Milestone Asset Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and held it in 2 quarters.
  • Milestone Asset Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $4.94M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Milestone Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.