Running Point Capital Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Running Point Capital 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
2023 Q1	–	Sell	-15,600	Closed	-$189K	–	190
2022 Q4	$189K	Buy	15,600 +5,600	+56%	+$65.7K	0.12%	105
2022 Q3	$117K	Hold	10,000	–	–	0.08%	115
2022 Q2	$131K	Sell	10,000 -4,767	-32%	-$64.6K	0.08%	107
2022 Q1	$218K	Buy	+14,767	New	+$232K	0.13%	89

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Running Point Capital Advisors's NVG Position: Q1 2023 in Review

Running Point Capital Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 15,600 shares — an estimated $189K sold.

Running Point Capital Advisors first reported a position in NVG in Q1 2022 and held it in 4 quarters. The position peaked at $218K in Q1 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

Running Point Capital Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
Running Point Capital Advisors sold 15,600 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $189K.
Running Point Capital Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2022 and held it in 4 quarters.
Running Point Capital Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $218K in Q1 2022.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on Running Point Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.