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Point View Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Point View Wealth 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 		$291K Sell
17,330
-3,464
-17% -$55.8K 0.12% 209
2020
Q3 		$326K Hold
20,794
– – 0.15% 180
2020
Q2 		$318K Sell
20,794
-5,263
-20% -$77.2K 0.15% 182
2020
Q1 		$383K Sell
26,057
-3,331
-11% -$53.8K 0.21% 145
2019
Q4 		$490K Buy
29,388
+10,441
+55% +$172K 0.2% 153
2019
Q3 		$317K Sell
18,947
-662
-3% -$10.9K 0.14% 191
2019
Q2 		$311K Hold
19,609
– – 0.13% 194
2019
Q1 		$296K Hold
19,609
– – 0.13% 191
2018
Q4 		$274K Hold
19,609
– – 0.14% 188
2018
Q3 		$286K Buy
+19,609
New +$290K 0.13% 202
2018
Q2 		– Sell
-19,953
Closed -$290K – 262
2018
Q1 		$290K Hold
19,953
– – 0.14% 188
2017
Q4 		$308K Hold
19,953
– – 0.15% 180
2017
Q3 		$308K Hold
19,953
– – 0.15% 184
2017
Q2 		$302K Sell
19,953
-67
-0.3% -$1K 0.15% 184
2017
Q1 		$293K Hold
20,020
– – 0.15% 181
2016
Q4 		$289K Hold
20,020
– – 0.17% 170
2016
Q3 		$322K Sell
20,020
-122
-0.6% -$1.98K 0.19% 160
2016
Q2 		$328K Buy
20,142
+1,097
+6% +$17.2K 0.2% 155
2016
Q1 		$289K Sell
19,045
-1,506
-7% -$22.2K 0.19% 162
2015
Q4 		$298K Hold
20,551
– – 0.22% 146
2015
Q3 		$286K Sell
20,551
-583
-3% -$8K 0.23% 138
2015
Q2 		$287K Hold
21,134
– – 0.22% 147
2015
Q1 		$307K Buy
21,134
+553
+3% +$7.98K 0.24% 142
2014
Q4 		$290K Sell
20,581
-3,272
-14% -$46.2K 0.22% 137
2014
Q3 		$337K Hold
23,853
– – 0.29% 126
2014
Q2 		$338K Buy
23,853
+3,319
+16% +$45.7K 0.29% 120
2014
Q1 		$274K Buy
20,534
+1,226
+6% +$16.1K 0.25% 133
2013
Q4 		$242K Buy
+19,308
New +$242K 0.23% 145

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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

Point View Wealth Management's NVG Position: Q4 2020 in Review

Point View Wealth Management reduced its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 17% in Q4 2020, selling an estimated $55.8K and leaving 17,330 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #209.

Point View Wealth Management first reported a position in NVG in Q4 2013 and has held it in 28 quarters since. The position peaked at $490K in Q4 2019. 245 funds tracked by Wall St. Rank hold NVG as of Q4 2020.

  • Point View Wealth Management held 17,330 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $291K as of Q4 2020.
  • Point View Wealth Management sold 3,464 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2020, an estimated $55.8K.
  • Nuveen AMT-Free Municipal Credit Income Fund made up 0.12% of Point View Wealth Management's portfolio in Q4 2020, its #209 holding.
  • Point View Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2013 and has held it in 28 quarters since.
  • Point View Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $490K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.