MNBTD
NVG icon

Moody National Bank Trust Division’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Moody National Bank Trust Division’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
-15,018
Closed -$155K – 603
2023
Q3 		$155K Buy
15,018
+4,848
+48% +$54.6K 0.01% 584
2023
Q2 		$119K Buy
+10,170
New +$118K 0.01% 598

Other funds holding NVG

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
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
GC
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

Moody National Bank Trust Division's NVG Position: Q4 2023 in Review

Moody National Bank Trust Division sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2023, closing a stake of 15,018 shares — an estimated $155K sold.

Moody National Bank Trust Division first reported a position in NVG in Q2 2023 and held it in 2 quarters. The position peaked at $155K in Q3 2023. 256 funds tracked by Wall St. Rank hold NVG as of Q4 2023.

  • Moody National Bank Trust Division reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • Moody National Bank Trust Division sold 15,018 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2023, an estimated $155K.
  • Moody National Bank Trust Division first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2023 and held it in 2 quarters.
  • Moody National Bank Trust Division's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $155K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2023.

Based on Moody National Bank Trust Division's 13F filing for Q4 2023, filed 11 Jan 2024.