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Pathstone Family Office’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-7,330
Closed -$107K – 562
2017
Q1 		$107K Buy
+7,330
New +$106K 0.06% 125
2013
Q4 		– Sell
-6,626
Closed -$86K – 298
2013
Q3 		$86K Buy
+6,626
New +$82.7K 0.37% 40

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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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pathstone Family Office's NVG Position: Q2 2017 in Review

Pathstone Family Office sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2017, closing a stake of 7,330 shares — an estimated $107K sold.

Pathstone Family Office first reported a position in NVG in Q3 2013 and held it in 2 quarters. The position peaked at $107K in Q1 2017. 163 funds tracked by Wall St. Rank hold NVG as of Q2 2017.

  • Pathstone Family Office reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 7,330 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2017, an estimated $107K.
  • Pathstone Family Office first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2013 and held it in 2 quarters.
  • Pathstone Family Office's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $107K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.