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Reilly Financial Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Reilly Financial 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
2018
Q4 		– Sell
-293
Closed -$4K – 999
2018
Q3 		$4K Hold
293
– – ﹤0.01% 866
2018
Q2 		$4K Hold
293
– – ﹤0.01% 851
2018
Q1 		$4K Hold
293
– – ﹤0.01% 813
2017
Q4 		$5K Hold
293
– – ﹤0.01% 780
2017
Q3 		$5K Hold
293
– – ﹤0.01% 758
2017
Q2 		$4K Hold
293
– – ﹤0.01% 812
2017
Q1 		$4K Hold
293
– – ﹤0.01% 793
2016
Q4 		$4K Hold
293
– – ﹤0.01% 713
2016
Q3 		$5K Hold
293
– – ﹤0.01% 644
2016
Q2 		$5K Buy
+293
New +$4.59K ﹤0.01% 603

Other funds holding NVG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

Reilly Financial Advisors's NVG Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2018, closing a stake of 293 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in NVG in Q2 2016 and held it in 10 quarters. The position peaked at $5K in Q4 2017. 187 funds tracked by Wall St. Rank hold NVG as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 293 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2018, an estimated $4K.
  • Reilly Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 10 quarters.
  • Reilly Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $5K in Q4 2017.
  • 187 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.