Perkins Coie Trust Company’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Perkins Coie Trust Company’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 Q1	–	Sell	-32,025	Closed	-$389K	–	240
2022 Q4	$389K	Hold	32,025	–	–	0.12%	70
2022 Q3	$374K	Hold	32,025	–	–	0.14%	68
2022 Q2	$420K	Sell	32,025 -5,475	-15%	-$74.2K	0.15%	68
2022 Q1	$555K	Hold	37,500	–	–	0.17%	65
2021 Q4	$672K	Hold	37,500	–	–	0.2%	63
2021 Q3	$643K	Hold	37,500	–	–	0.2%	72
2021 Q2	$670K	Hold	37,500	–	–	0.21%	69
2021 Q1	$633K	Hold	37,500	–	–	0.21%	68
2020 Q4	$629K	Buy	+37,500	New	+$604K	0.21%	68
2019 Q4	–	Sell	-499	Closed	-$8K	–	310
2019 Q3	$8K	Hold	499	–	–	﹤0.01%	257
2019 Q2	$8K	Hold	499	–	–	﹤0.01%	252
2019 Q1	$8K	Hold	499	–	–	﹤0.01%	259
2018 Q4	$7K	Hold	499	–	–	﹤0.01%	259
2018 Q3	$7K	Hold	499	–	–	﹤0.01%	270
2018 Q2	$7K	Hold	499	–	–	﹤0.01%	270
2018 Q1	$7K	Hold	499	–	–	﹤0.01%	271
2017 Q4	$8K	Hold	499	–	–	﹤0.01%	258
2017 Q3	$8K	Hold	499	–	–	﹤0.01%	263
2017 Q2	$8K	Hold	499	–	–	﹤0.01%	266
2017 Q1	$7K	Hold	499	–	–	﹤0.01%	252
2016 Q4	$7K	Hold	499	–	–	﹤0.01%	254
2016 Q3	$8K	Hold	499	–	–	0.01%	217
2016 Q2	$8K	Buy	+499	New	+$7.81K	0.01%	219

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Perkins Coie Trust Company's NVG Position: Q1 2023 in Review

Perkins Coie Trust Company sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 32,025 shares — an estimated $389K sold.

Perkins Coie Trust Company first reported a position in NVG in Q2 2016 and held it in 23 quarters. The position peaked at $672K in Q4 2021. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

Perkins Coie Trust Company reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
Perkins Coie Trust Company sold 32,025 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $389K.
Perkins Coie Trust Company first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 23 quarters.
Perkins Coie Trust Company's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $672K in Q4 2021.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on Perkins Coie Trust Company's 13F filing for Q1 2023, filed 13 Apr 2023.