Security National Trust’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Security National Trust’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
2017 Q1	–	Sell	-2,818	Closed	-$41K	–	431
2016 Q4	$41K	Hold	2,818	–	–	0.01%	291
2016 Q3	$45K	Hold	2,818	–	–	0.02%	287
2016 Q2	$46K	Buy	2,818 +2,058	+271%	+$32.2K	0.02%	285
2016 Q1	$12K	Hold	760	–	–	﹤0.01%	364
2015 Q4	$11K	Hold	760	–	–	﹤0.01%	368
2015 Q3	$11K	Hold	760	–	–	﹤0.01%	368
2015 Q2	$10K	Hold	760	–	–	﹤0.01%	390
2015 Q1	$11K	Hold	760	–	–	﹤0.01%	395
2014 Q4	$11K	Hold	760	–	–	﹤0.01%	404
2014 Q3	$11K	Hold	760	–	–	﹤0.01%	403
2014 Q2	$11K	Hold	760	–	–	﹤0.01%	409
2014 Q1	$10K	Hold	760	–	–	﹤0.01%	413
2013 Q4	$10K	Hold	760	–	–	﹤0.01%	414
2013 Q3	$10K	Hold	760	–	–	﹤0.01%	393
2013 Q2	$10K	Buy	+760	New	+$10.9K	﹤0.01%	378

Other funds holding NVG

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

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

MSL

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

RCM

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Security National Trust's NVG Position: Q1 2017 in Review

Security National Trust sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2017, closing a stake of 2,818 shares — an estimated $41K sold.

Security National Trust first reported a position in NVG in Q2 2013 and held it in 15 quarters. The position peaked at $46K in Q2 2016. 169 funds tracked by Wall St. Rank hold NVG as of Q1 2017.

Security National Trust reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2017 after selling out during the quarter.
Security National Trust sold 2,818 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2017, an estimated $41K.
Security National Trust first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2013 and held it in 15 quarters.
Security National Trust's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $46K in Q2 2016.
169 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2017.

Based on Security National Trust's 13F filing for Q1 2017, filed 27 Apr 2017.