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

Selective 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
2022 Q4	–	Sell	-6,877	Closed	-$80K	–	527
2022 Q3	$80K	Hold	6,877	–	–	0.03%	236
2022 Q2	$90K	Hold	6,877	–	–	0.03%	234
2022 Q1	$102K	Hold	6,877	–	–	0.04%	207
2021 Q4	$123K	Hold	6,877	–	–	0.05%	174
2021 Q3	$118K	Hold	6,877	–	–	0.06%	155
2021 Q2	$123K	Hold	6,877	–	–	0.1%	97
2021 Q1	$116K	Hold	6,877	–	–	0.11%	72
2020 Q4	$115K	Hold	6,877	–	–	0.07%	71
2020 Q3	$108K	Hold	6,877	–	–	0.08%	73
2020 Q2	$105K	Hold	6,877	–	–	0.09%	73
2020 Q1	$101K	Hold	6,877	–	–	0.16%	44
2019 Q4	$115K	Sell	6,877 -332	-5%	-$5.46K	0.14%	44
2019 Q3	$121K	Buy	+7,209	New	+$118K	0.17%	49
2018 Q3	$105K	Buy	+7,209	New	+$107K	1.26%	22

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

Selective Wealth Management's NVG Position: Q4 2022 in Review

Selective Wealth Management sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2022, closing a stake of 6,877 shares — an estimated $80K sold.

Selective Wealth Management first reported a position in NVG in Q3 2018 and held it in 14 quarters. The position peaked at $123K in Q4 2021. 250 funds tracked by Wall St. Rank hold NVG as of Q4 2022.

Selective Wealth Management reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 6,877 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2022, an estimated $80K.
Selective Wealth Management first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $123K in Q4 2021.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.