Ropes Wealth Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Ropes Wealth 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 Q2	–	Sell	-978	Closed	-$14K	–	590
2018 Q1	$14K	Hold	978	–	–	﹤0.01%	435
2017 Q4	$15K	Hold	978	–	–	﹤0.01%	484
2017 Q3	$15K	Hold	978	–	–	﹤0.01%	458
2017 Q2	$15K	Hold	978	–	–	﹤0.01%	423
2017 Q1	$14K	Hold	978	–	–	﹤0.01%	430
2016 Q4	$14K	Hold	978	–	–	﹤0.01%	428
2016 Q3	$16K	Hold	978	–	–	0.01%	383
2016 Q2	$16K	Buy	+978	New	+$15.3K	0.01%	340

Other funds holding NVG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ropes Wealth Advisors's NVG Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2018, closing a stake of 978 shares — an estimated $14K sold.

Ropes Wealth Advisors first reported a position in NVG in Q2 2016 and held it in 8 quarters. The position peaked at $16K in Q3 2016. 187 funds tracked by Wall St. Rank hold NVG as of Q2 2018.

Ropes Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 978 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2018, an estimated $14K.
Ropes Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 8 quarters.
Ropes Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $16K in Q3 2016.
187 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.