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

Patten 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
2022 Q3	–	Sell	-10,905	Closed	-$149K	–	245
2022 Q2	$149K	Hold	10,905	–	–	0.05%	239
2022 Q1	$161K	Hold	10,905	–	–	0.05%	258
2021 Q4	$196K	Buy	+10,905	New	+$190K	0.05%	260
2019 Q1	–	Sell	-888	Closed	-$12K	–	419
2018 Q4	$12K	Hold	888	–	–	0.01%	417
2018 Q3	$13K	Hold	888	–	–	0.01%	481
2018 Q2	$13K	Hold	888	–	–	0.01%	451
2018 Q1	$13K	Hold	888	–	–	0.01%	448
2017 Q4	$14K	Buy	+888	New	+$13.7K	0.01%	459

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patten Group's NVG Position: Q3 2022 in Review

Patten Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2022, closing a stake of 10,905 shares — an estimated $149K sold.

Patten Group first reported a position in NVG in Q4 2017 and held it in 8 quarters. The position peaked at $196K in Q4 2021. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

Patten Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
Patten Group sold 10,905 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $149K.
Patten Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and held it in 8 quarters.
Patten Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $196K in Q4 2021.
239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Patten Group's 13F filing for Q3 2022, filed 13 Oct 2022.