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Northwest Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-1,157
Closed -$15.5K – 391
2024
Q3 		$15.5K Buy
+1,157
New +$14.8K 0.01% 356
2024
Q1 		– Sell
-1,157
Closed -$13.7K – 372
2023
Q4 		$13.7K Buy
+1,157
New +$12.6K 0.01% 349

Other funds holding NVG

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RCM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Northwest Financial Advisors's NVG Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2024, closing a stake of 1,157 shares — an estimated $15.5K sold.

Northwest Financial Advisors first reported a position in NVG in Q4 2023 and held it in 2 quarters. The position peaked at $15.5K in Q3 2024. 275 funds tracked by Wall St. Rank hold NVG as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,157 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2024, an estimated $15.5K.
  • Northwest Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $15.5K in Q3 2024.
  • 275 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.