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

OTA 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
2023 Q2	–	Sell	-24,574	Closed	-$289K	–	26
2023 Q1	$289K	Buy	+24,574	New	+$295K	0.25%	41
2022 Q4	–	Sell	-18,952	Closed	-$221K	–	93
2022 Q3	$221K	Buy	+18,952	New	+$258K	0.19%	96
2018 Q4	–	Sell	-65,128	Closed	-$950K	–	75
2018 Q3	$950K	Hold	65,128	–	–	0.39%	27
2018 Q2	$950K	Buy	+65,128	New	+$959K	0.36%	30
2017 Q4	–	Sell	-48,853	Closed	-$751K	–	76
2017 Q3	$751K	Buy	+48,853	New	+$755K	0.41%	29
2013 Q4	–	Sell	-20,933	Closed	-$265K	–	133
2013 Q3	$265K	Sell	20,933 -10,470	-33%	-$131K	0.15%	61
2013 Q2	$419K	Buy	+31,403	New	+$452K	0.19%	59

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OTA Financial Group's NVG Position: Q2 2023 in Review

OTA Financial Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 24,574 shares — an estimated $289K sold.

OTA Financial Group first reported a position in NVG in Q2 2013 and held it in 7 quarters. The position peaked at $950K in Q3 2018. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

OTA Financial Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
OTA Financial Group sold 24,574 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $289K.
OTA Financial Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and held it in 7 quarters.
OTA Financial Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $950K in Q3 2018.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on OTA Financial Group's 13F filing for Q2 2023, filed 17 Aug 2023.