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

Next 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
2021
Q4 		$599K Buy
33,389
+6,906
+26% +$120K 0.04% 468
2021
Q3 		$454K Buy
26,483
+7,009
+36% +$125K 0.04% 503
2021
Q2 		$348K Buy
19,474
+406
+2% +$7.04K 0.03% 606
2021
Q1 		$322K Buy
19,068
+5,068
+36% +$84.6K 0.03% 599
2020
Q4 		$235K Buy
14,000
+898
+7% +$14.5K 0.02% 656
2020
Q3 		$205K Sell
13,102
-480
-4% -$7.53K 0.02% 612
2020
Q2 		$208K Buy
13,582
+3,853
+40% +$56.5K 0.02% 527
2020
Q1 		$143K Buy
9,729
+1,905
+24% +$30.7K 0.02% 643
2019
Q4 		$130K Buy
7,824
+5,724
+273% +$94.2K 0.01% 858
2019
Q3 		$35K Hold
2,100
– – ﹤0.01% 1255
2019
Q2 		$33K Buy
+2,100
New +$32.6K ﹤0.01% 1301
2017
Q1 		– Sell
-21,116
Closed -$305K – 2153
2016
Q4 		$305K Sell
21,116
-14,879
-41% -$218K 0.05% 349
2016
Q3 		$578K Buy
35,995
+17,463
+94% +$283K 0.1% 217
2016
Q2 		$301K Buy
+18,532
New +$290K 0.1% 217
2014
Q4 		– Sell
-5,186
Closed -$73K – 2202
2014
Q3 		$73K Buy
+5,186
New +$74.3K 0.01% 774

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Next Financial Group's NVG Position: Q4 2021 in Review

Next Financial Group increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 26% in Q4 2021, buying an estimated $120K and bringing the position to 33,389 shares worth $599K. The position accounts for 0.04% of the portfolio, ranked #468.

Next Financial Group first reported a position in NVG in Q3 2014 and has held it in 15 quarters since. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

  • Next Financial Group held 33,389 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $599K as of Q4 2021.
  • Next Financial Group bought 6,906 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $120K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #468 holding.
  • Next Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2014 and has held it in 15 quarters since.
  • 265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.