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

Physician 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
2023 Q3	–	Sell	-26,822	Closed	-$316K	–	151
2023 Q2	$316K	Hold	26,822	–	–	0.08%	104
2023 Q1	$311K	Hold	26,822	–	–	0.08%	102
2022 Q4	$340K	Hold	26,822	–	–	0.09%	99
2022 Q3	$318K	Hold	26,822	–	–	0.1%	103
2022 Q2	$380K	Hold	26,822	–	–	0.11%	99
2022 Q1	$369K	Hold	26,822	–	–	0.1%	105
2021 Q4	$461K	Hold	26,822	–	–	0.12%	91
2021 Q3	$466K	Hold	26,822	–	–	0.13%	89
2021 Q2	$466K	Hold	26,822	–	–	0.13%	87
2021 Q1	$454K	Hold	26,822	–	–	0.15%	84
2020 Q4	$444K	Hold	26,822	–	–	0.15%	85
2020 Q3	$421K	Hold	26,822	–	–	0.17%	77
2020 Q2	$436K	Hold	26,822	–	–	0.18%	75
2020 Q1	$389K	Sell	26,822 -265	-1%	-$4.28K	0.19%	68
2019 Q4	$453K	Hold	27,087	–	–	0.2%	65
2019 Q3	$438K	Buy	+27,087	New	+$445K	0.21%	63

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Physician Wealth Advisors's NVG Position: Q3 2023 in Review

Physician Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2023, closing a stake of 26,822 shares — an estimated $316K sold.

Physician Wealth Advisors first reported a position in NVG in Q3 2019 and held it in 16 quarters. The position peaked at $466K in Q3 2021. 240 funds tracked by Wall St. Rank hold NVG as of Q3 2023.

Physician Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2023 after selling out during the quarter.
Physician Wealth Advisors sold 26,822 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2023, an estimated $316K.
Physician Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2019 and held it in 16 quarters.
Physician Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $466K in Q3 2021.
240 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2023.

Based on Physician Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.