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Paloma Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Paloma Partners’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
2013
Q4 		– Sell
-11,300
Closed -$143K – 1144
2013
Q3 		$143K Sell
11,300
-900
-7% -$11.2K 0.01% 805
2013
Q2 		$163K Buy
+12,200
New +$176K 0.01% 1001

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paloma Partners's NVG Position: Q4 2013 in Review

Paloma Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2013, closing a stake of 11,300 shares — an estimated $143K sold.

Paloma Partners first reported a position in NVG in Q2 2013 and held it in 2 quarters. The position peaked at $163K in Q2 2013. 54 funds tracked by Wall St. Rank hold NVG as of Q4 2013.

  • Paloma Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 11,300 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2013, an estimated $143K.
  • Paloma Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $163K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.