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Orion Capital Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Orion Capital 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
2022
Q3 		– Sell
-1,264
Closed -$17K – 426
2022
Q2 		$17K Buy
+1,264
New +$17.1K 0.01% 282

Other funds holding NVG

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HWAM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Orion Capital Management's NVG Position: Q3 2022 in Review

Orion Capital Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2022, closing a stake of 1,264 shares — an estimated $17K sold.

Orion Capital Management first reported a position in NVG in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

  • Orion Capital Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
  • Orion Capital Management sold 1,264 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $17K.
  • Orion Capital Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2022 and held it in 1 quarter.
  • Orion Capital Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $17K in Q2 2022.
  • 239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Orion Capital Management's 13F filing for Q3 2022, filed 27 Oct 2022.