Peak Asset Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Peak Asset 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
2023 Q2	–	Sell	-13,620	Closed	-$160K	–	144
2023 Q1	$160K	Buy	+13,620	New	+$164K	0.04%	138
2022 Q4	–	Sell	-12,600	Closed	-$147K	–	139
2022 Q3	$147K	Hold	12,600	–	–	0.04%	132
2022 Q2	$165K	Buy	12,600 +1,800	+17%	+$24.4K	0.05%	133
2022 Q1	$160K	Hold	10,800	–	–	0.04%	133
2021 Q4	$194K	Hold	10,800	–	–	0.04%	136
2021 Q3	$185K	Hold	10,800	–	–	0.05%	132
2021 Q2	$193K	Hold	10,800	–	–	0.05%	135
2021 Q1	$183K	Sell	10,800 -936	-8%	-$15.6K	0.04%	145
2020 Q4	$197K	Buy	11,736 +936	+9%	+$15.1K	0.05%	141
2020 Q3	$169K	Hold	10,800	–	–	0.05%	130
2020 Q2	$165K	Sell	10,800 -3,800	-26%	-$55.8K	0.05%	120
2020 Q1	$214K	Sell	14,600 -7,400	-34%	-$119K	0.08%	101
2019 Q4	$367K	Buy	22,000 +3,200	+17%	+$52.6K	0.11%	89
2019 Q3	$315K	Hold	18,800	–	–	0.1%	92
2019 Q2	$298K	Sell	18,800 -1,855	-9%	-$28.8K	0.1%	103
2019 Q1	$312K	Buy	20,655 +1,800	+10%	+$26.2K	0.11%	99
2018 Q4	$264K	Buy	+18,855	New	+$259K	0.1%	104
2017 Q2	–	Sell	-14,165	Closed	-$207K	–	150
2017 Q1	$207K	Buy	+14,165	New	+$205K	0.08%	141

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

Peak Asset Management's NVG Position: Q2 2023 in Review

Peak Asset Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 13,620 shares — an estimated $160K sold.

Peak Asset Management first reported a position in NVG in Q1 2017 and held it in 18 quarters. The position peaked at $367K in Q4 2019. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

Peak Asset Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
Peak Asset Management sold 13,620 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $160K.
Peak Asset Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2017 and held it in 18 quarters.
Peak Asset Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $367K in Q4 2019.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on Peak Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.