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

Personal Wealth 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
2021 Q3	–	Sell	-678	Closed	-$12K	–	292
2021 Q2	$12K	Buy	+678	New	+$11.8K	﹤0.01%	257
2020 Q1	–	Sell	-678	Closed	-$11K	–	426
2019 Q4	$11K	Hold	678	–	–	﹤0.01%	228
2019 Q3	$11K	Hold	678	–	–	0.01%	232
2019 Q2	$11K	Buy	+678	New	+$10.5K	0.01%	210

Other funds holding NVG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VanEck Associates New York $133B AUM 72.99% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

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

Personal Wealth Partners's NVG Position: Q3 2021 in Review

Personal Wealth Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2021, closing a stake of 678 shares — an estimated $12K sold.

Personal Wealth Partners first reported a position in NVG in Q2 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q3 2021.

Personal Wealth Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 678 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2021, an estimated $12K.
Personal Wealth Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $12K in Q2 2021.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.