Sandy Spring Bank’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Sandy Spring Bank’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
2025 Q1	$18.3K	Buy	1,475 +7	+0.5%	+$88	﹤0.01%	751
2024 Q4	$18K	Hold	1,468	–	–	﹤0.01%	766
2024 Q3	$19.7K	Hold	1,468	–	–	﹤0.01%	753
2024 Q2	$18.3K	Hold	1,468	–	–	﹤0.01%	774
2024 Q1	$17.8K	Hold	1,468	–	–	﹤0.01%	759
2023 Q4	$17.4K	Buy	+1,468	New	+$15.9K	﹤0.01%	734
2023 Q2	–	Sell	-2,500	Closed	-$29.4K	–	1252
2023 Q1	$29.4K	Hold	2,500	–	–	﹤0.01%	630
2022 Q4	$30.4K	Hold	2,500	–	–	﹤0.01%	616
2022 Q3	$29K	Hold	2,500	–	–	﹤0.01%	606
2022 Q2	$33K	Hold	2,500	–	–	﹤0.01%	596
2022 Q1	$37K	Hold	2,500	–	–	﹤0.01%	599
2021 Q4	$45K	Hold	2,500	–	–	﹤0.01%	598
2021 Q3	$43K	Hold	2,500	–	–	﹤0.01%	585
2021 Q2	$45K	Hold	2,500	–	–	﹤0.01%	593
2021 Q1	$42K	Hold	2,500	–	–	﹤0.01%	543
2020 Q4	$42K	Hold	2,500	–	–	﹤0.01%	513
2020 Q3	$39K	Hold	2,500	–	–	﹤0.01%	501
2020 Q2	$38K	Hold	2,500	–	–	﹤0.01%	496
2020 Q1	$37K	Sell	2,500 -500	-17%	-$8.07K	﹤0.01%	481
2019 Q4	$50K	Hold	3,000	–	–	﹤0.01%	474
2019 Q3	$50K	Hold	3,000	–	–	﹤0.01%	470
2019 Q2	$48K	Hold	3,000	–	–	﹤0.01%	470
2019 Q1	$45K	Sell	3,000 -3,076	-51%	-$44.7K	﹤0.01%	464
2018 Q4	$85K	Buy	+6,076	New	+$83.4K	0.01%	378
2018 Q1	–	Sell	-1,800	Closed	-$28K	–	863
2017 Q4	$28K	Hold	1,800	–	–	﹤0.01%	539
2017 Q3	$28K	Hold	1,800	–	–	﹤0.01%	520
2017 Q2	$27K	Hold	1,800	–	–	﹤0.01%	541
2017 Q1	$26K	Hold	1,800	–	–	﹤0.01%	553
2016 Q4	$26K	Sell	1,800 -615	-25%	-$9K	﹤0.01%	538
2016 Q3	$39K	Hold	2,415	–	–	﹤0.01%	474
2016 Q2	$39K	Buy	+2,415	New	+$37.8K	﹤0.01%	478

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sandy Spring Bank's NVG Position: Q1 2025 in Review

Sandy Spring Bank increased its Nuveen AMT-Free Municipal Credit Income Fund (NVG) stake by 0.48% in Q1 2025, buying an estimated $88 and bringing the position to 1,475 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Sandy Spring Bank first reported a position in NVG in Q2 2016 and has held it in 31 quarters since. The position peaked at $85K in Q4 2018. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

Sandy Spring Bank held 1,475 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $18.3K as of Q1 2025.
Sandy Spring Bank bought 7 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $88.
Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #751 holding.
Sandy Spring Bank first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and has held it in 31 quarters since.
Sandy Spring Bank's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $85K in Q4 2018.
256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.