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SeaCrest Wealth Management’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

SeaCrest Wealth Management’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
Q2 		– Sell
-14,794
Closed -$174K – 653
2023
Q1 		$174K Buy
14,794
+3,010
+26% +$36.2K 0.02% 590
2022
Q4 		$143K Buy
11,784
+120
+1% +$1.41K 0.02% 593
2022
Q3 		$136K Buy
11,664
+141
+1% +$1.92K 0.02% 581
2022
Q2 		$151K Buy
11,523
+8
+0.1% +$108 0.02% 708
2022
Q1 		$170K Sell
11,515
-5,371
-32% -$84.5K 0.02% 673
2021
Q4 		$303K Buy
16,886
+102
+0.6% +$1.78K 0.03% 512
2021
Q3 		$288K Buy
16,784
+66
+0.4% +$1.17K 0.03% 503
2021
Q2 		$299K Sell
16,718
-346
-2% -$6K 0.04% 503
2021
Q1 		$288K Buy
17,064
+2,851
+20% +$47.6K 0.04% 489
2020
Q4 		$238K Buy
14,213
+124
+0.9% +$2K 0.03% 511
2020
Q3 		$221K Sell
14,089
-449
-3% -$7.04K 0.04% 485
2020
Q2 		$222K Buy
14,538
+68
+0.5% +$998 0.04% 476
2020
Q1 		$212K Buy
14,470
+4,056
+39% +$65.5K 0.05% 423
2019
Q4 		$174K Buy
+10,414
New +$171K 0.03% 520
2019
Q2 		– Sell
-4,975
Closed -$75K – 1399
2019
Q1 		$75K Sell
4,975
-2,692
-35% -$39.2K 0.01% 796
2018
Q4 		$107K Sell
7,667
-420
-5% -$5.76K 0.02% 641
2018
Q3 		$118K Sell
8,087
-1,105
-12% -$16.3K 0.02% 687
2018
Q2 		$134K Buy
9,192
+420
+5% +$6.19K 0.02% 627
2018
Q1 		$127K Sell
8,772
-1,377
-14% -$20.3K 0.02% 627
2017
Q4 		$157K Buy
+10,149
New +$156K 0.03% 572

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SeaCrest Wealth Management's NVG Position: Q2 2023 in Review

SeaCrest Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 14,794 shares — an estimated $174K sold.

SeaCrest Wealth Management first reported a position in NVG in Q4 2017 and held it in 20 quarters. The position peaked at $303K in Q4 2021. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

  • SeaCrest Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
  • SeaCrest Wealth Management sold 14,794 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $174K.
  • SeaCrest Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2017 and held it in 20 quarters.
  • SeaCrest Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $303K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on SeaCrest Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.