RMR Wealth Builders’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

RMR Wealth Builders’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
2024 Q1	–	Sell	-11,060	Closed	-$131K	–	260
2023 Q4	$131K	Hold	11,060	–	–	0.02%	230
2023 Q3	$114K	Hold	11,060	–	–	0.02%	225
2023 Q2	$130K	Hold	11,060	–	–	0.02%	208
2023 Q1	$130K	Buy	+11,060	New	+$133K	0.02%	207
2021 Q2	–	Sell	-2,055	Closed	-$35K	–	509
2021 Q1	$35K	Buy	+2,055	New	+$34.3K	0.01%	424
2020 Q4	–	Sell	-24,550	Closed	-$384K	–	545
2020 Q3	$384K	Buy	+24,550	New	+$385K	0.1%	137

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RMR Wealth Builders's NVG Position: Q1 2024 in Review

RMR Wealth Builders sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 11,060 shares — an estimated $131K sold.

RMR Wealth Builders first reported a position in NVG in Q3 2020 and held it in 6 quarters. The position peaked at $384K in Q3 2020. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

RMR Wealth Builders reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
RMR Wealth Builders sold 11,060 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $131K.
RMR Wealth Builders first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2020 and held it in 6 quarters.
RMR Wealth Builders's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $384K in Q3 2020.
253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on RMR Wealth Builders's 13F filing for Q1 2024, filed 15 Apr 2024.