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OneDigital Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-19,981
Closed -$236K – 1140
2023
Q4 		$236K Sell
19,981
-31,947
-62% -$347K ﹤0.01% 995
2023
Q3 		$535K Buy
51,928
+4
+0% +$45 0.01% 616
2023
Q2 		$608K Buy
51,924
+5
+0% +$58 0.01% 568
2023
Q1 		$612K Buy
51,919
+4
+0% +$48 0.01% 546
2022
Q4 		$630K Sell
51,915
-994
-2% -$11.7K 0.02% 461
2022
Q3 		$618K Sell
52,909
-168
-0.3% -$2.29K 0.02% 403
2022
Q2 		$696K Buy
53,077
+7
+0% +$95 0.03% 338
2022
Q1 		$785K Buy
53,070
+8
+0% +$126 0.03% 327
2021
Q4 		$952K Buy
53,062
+6
+0% +$105 0.03% 297
2021
Q3 		$910K Buy
53,056
+6
+0% +$107 0.04% 289
2021
Q2 		$948K Buy
53,050
+6
+0% +$104 0.04% 262
2021
Q1 		$896K Buy
53,044
+9
+0% +$150 0.04% 267
2020
Q4 		$880K Buy
53,035
+1,006
+2% +$16.2K 0.05% 246
2020
Q3 		$818K Buy
52,029
+3
+0% +$47 0.06% 225
2020
Q2 		$806K Buy
52,026
+163
+0.3% +$2.39K 0.06% 236
2020
Q1 		$754K Buy
51,863
+5
+0% +$81 0.07% 226
2019
Q4 		$865K Buy
51,858
+328
+0.6% +$5.4K 0.07% 213
2019
Q3 		$863K Buy
51,530
+31,948
+163% +$524K 0.08% 187
2019
Q2 		$311K Sell
19,582
-6,170
-24% -$95.8K 0.02% 337
2019
Q1 		$393K Buy
25,752
+7,000
+37% +$102K 0.06% 199
2018
Q4 		$262K Buy
+18,752
New +$257K 0.04% 222
2018
Q3 		– Sell
-45,702
Closed -$667K – 1138
2018
Q2 		$667K Hold
45,702
– – 0.14% 97
2018
Q1 		$663K Hold
45,702
– – 0.15% 102
2017
Q4 		$706K Hold
45,702
– – 0.08% 103
2017
Q3 		$703K Hold
45,702
– – 0.26% 58
2017
Q2 		$692K Buy
+45,702
New +$683K 0.21% 83

Other funds holding NVG

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
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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

OneDigital Investment Advisors's NVG Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 19,981 shares — an estimated $236K sold.

OneDigital Investment Advisors first reported a position in NVG in Q2 2017 and held it in 26 quarters. The position peaked at $952K in Q4 2021. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 19,981 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $236K.
  • OneDigital Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2017 and held it in 26 quarters.
  • OneDigital Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $952K in Q4 2021.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.