Samalin Investment Counsel’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Samalin Investment Counsel’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
2022 Q4	–	Sell	-21,706	Closed	-$253K	–	262
2022 Q3	$253K	Buy	21,706 +274	+1%	+$3.73K	0.19%	156
2022 Q2	$281K	Buy	21,432 +3,772	+21%	+$51.1K	0.2%	154
2022 Q1	$261K	Buy	17,660 +731	+4%	+$11.5K	0.16%	195
2021 Q4	$304K	Sell	16,929 -2,933	-15%	-$51.1K	0.18%	167
2021 Q3	$341K	Sell	19,862 -365	-2%	-$6.49K	0.22%	156
2021 Q2	$361K	Sell	20,227 -524	-3%	-$9.09K	0.23%	154
2021 Q1	$350K	Sell	20,751 -1,658	-7%	-$27.7K	0.23%	143
2020 Q4	$376K	Sell	22,409 -1,593	-7%	-$25.6K	0.28%	112
2020 Q3	$376K	Buy	+24,002	New	+$376K	0.34%	95

Other funds holding NVG

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

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

SIA

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

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

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

RCM

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Samalin Investment Counsel's NVG Position: Q4 2022 in Review

Samalin Investment Counsel sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2022, closing a stake of 21,706 shares — an estimated $253K sold.

Samalin Investment Counsel first reported a position in NVG in Q3 2020 and held it in 9 quarters. The position peaked at $376K in Q4 2020. 250 funds tracked by Wall St. Rank hold NVG as of Q4 2022.

Samalin Investment Counsel reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
Samalin Investment Counsel sold 21,706 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2022, an estimated $253K.
Samalin Investment Counsel first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2020 and held it in 9 quarters.
Samalin Investment Counsel's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $376K in Q4 2020.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2022.

Based on Samalin Investment Counsel's 13F filing for Q4 2022, filed 10 Feb 2023.