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Poehling Capital Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Poehling Capital 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
2020
Q4 		– Sell
-30,000
Closed -$470K – 134
2020
Q3 		$470K Hold
30,000
– – 0.24% 80
2020
Q2 		$458K Hold
30,000
– – 0.25% 79
2020
Q1 		$440K Hold
30,000
– – 0.32% 64
2019
Q4 		$500K Buy
+30,000
New +$494K 0.33% 69

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Poehling Capital Management's NVG Position: Q4 2020 in Review

Poehling Capital Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2020, closing a stake of 30,000 shares — an estimated $470K sold.

Poehling Capital Management first reported a position in NVG in Q4 2019 and held it in 4 quarters. The position peaked at $500K in Q4 2019. 245 funds tracked by Wall St. Rank hold NVG as of Q4 2020.

  • Poehling Capital Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2020 after selling out during the quarter.
  • Poehling Capital Management sold 30,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2020, an estimated $470K.
  • Poehling Capital Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 4 quarters.
  • Poehling Capital Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $500K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2020.

Based on Poehling Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.