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Sheaff Brock Investment Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Sheaff Brock Investment Advisors’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
2024
Q2 		– Sell
-10,744
Closed -$131K – 498
2024
Q1 		$131K Hold
10,744
– – 0.01% 469
2023
Q4 		$127K Hold
10,744
– – 0.01% 442
2023
Q3 		$111K Hold
10,744
– – 0.01% 426
2023
Q2 		$126K Hold
10,744
– – 0.01% 448
2023
Q1 		$127K Hold
10,744
– – 0.01% 469
2022
Q4 		$130K Hold
10,744
– – 0.01% 449
2022
Q3 		$125K Hold
10,744
– – 0.01% 453
2022
Q2 		$141K Hold
10,744
– – 0.01% 460
2022
Q1 		$159K Sell
10,744
-3,984
-27% -$62.7K 0.01% 498
2021
Q4 		$264K Hold
14,728
– – 0.02% 417
2021
Q3 		$253K Hold
14,728
– – 0.02% 423
2021
Q2 		$263K Hold
14,728
– – 0.02% 397
2021
Q1 		$249K Sell
14,728
-1,738
-11% -$29K 0.02% 395
2020
Q4 		$276K Hold
16,466
– – 0.02% 354
2020
Q3 		$258K Buy
16,466
+1,861
+13% +$29.2K 0.02% 335
2020
Q2 		$223K Hold
14,605
– – 0.02% 362
2020
Q1 		$214K Sell
14,605
-2,299
-14% -$37.1K 0.03% 326
2019
Q4 		$282K Sell
16,904
-951
-5% -$15.6K 0.03% 347
2019
Q3 		$299K Buy
17,855
+32
+0.2% +$525 0.03% 334
2019
Q2 		$283K Buy
17,823
+2,044
+13% +$31.7K 0.03% 343
2019
Q1 		$238K Buy
15,779
+2,646
+20% +$38.5K 0.03% 394
2018
Q4 		$184K Sell
13,133
-1,401
-10% -$19.2K 0.03% 404
2018
Q3 		$212K Buy
14,534
+31
+0.2% +$458 0.02% 429
2018
Q2 		$212K Buy
14,503
+1,505
+12% +$22.2K 0.02% 448
2018
Q1 		$189K Buy
12,998
+854
+7% +$12.6K 0.02% 476
2017
Q4 		$187K Buy
12,144
+880
+8% +$13.6K 0.02% 470
2017
Q3 		$173K Buy
11,264
+672
+6% +$10.4K 0.02% 506
2017
Q2 		$160K Buy
+10,592
New +$158K 0.02% 540

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sheaff Brock Investment Advisors's NVG Position: Q2 2024 in Review

Sheaff Brock Investment Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2024, closing a stake of 10,744 shares — an estimated $131K sold.

Sheaff Brock Investment Advisors first reported a position in NVG in Q2 2017 and held it in 28 quarters. The position peaked at $299K in Q3 2019. 245 funds tracked by Wall St. Rank hold NVG as of Q2 2024.

  • Sheaff Brock Investment Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 10,744 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2024, an estimated $131K.
  • Sheaff Brock Investment Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2017 and held it in 28 quarters.
  • Sheaff Brock Investment Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $299K in Q3 2019.
  • 245 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.