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

Ritholtz 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
Q1 		– Sell
-11,400
Closed -$190K – 199
2019
Q4 		$190K Buy
+11,400
New +$188K 0.03% 138

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KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
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OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Ritholtz Wealth Management's NVG Position: Q1 2020 in Review

Ritholtz Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2020, closing a stake of 11,400 shares — an estimated $190K sold.

Ritholtz Wealth Management first reported a position in NVG in Q4 2019 and held it in 1 quarter. The position peaked at $190K in Q4 2019. 222 funds tracked by Wall St. Rank hold NVG as of Q1 2020.

  • Ritholtz Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2020 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,400 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2020, an estimated $190K.
  • Ritholtz Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2019 and held it in 1 quarter.
  • Ritholtz Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $190K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2020.

Based on Ritholtz Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.