Phoenix Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Phoenix Wealth Advisors’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 Q4	–	Sell	-1,957	Closed	-$34K	–	280
2021 Q3	$34K	Hold	1,957	–	–	0.03%	220
2021 Q2	$35K	Hold	1,957	–	–	0.03%	210
2021 Q1	$33K	Hold	1,957	–	–	0.03%	216
2020 Q4	$33K	Buy	+1,957	New	+$31.5K	0.03%	217

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

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

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

RJFSA

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

Phoenix Wealth Advisors's NVG Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2021, closing a stake of 1,957 shares — an estimated $34K sold.

Phoenix Wealth Advisors first reported a position in NVG in Q4 2020 and held it in 4 quarters. The position peaked at $35K in Q2 2021. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,957 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $34K.
Phoenix Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $35K in Q2 2021.
265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.