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Sigma Planning Corp’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Sigma Planning Corp’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
Q1 		– Sell
-11,270
Closed -$137K – 1341
2022
Q4 		$137K Sell
11,270
-1,886
-14% -$22.1K ﹤0.01% 1173
2022
Q3 		$154K Buy
13,156
+59
+0.5% +$804 0.01% 1155
2022
Q2 		$172K Sell
13,097
-316
-2% -$4.28K 0.01% 1175
2022
Q1 		$198K Sell
13,413
-687
-5% -$10.8K 0.01% 1265
2021
Q4 		$253K Buy
14,100
+66
+0.5% +$1.15K 0.01% 1164
2021
Q3 		$241K Sell
14,034
-1,279
-8% -$22.7K 0.01% 1163
2021
Q2 		$274K Sell
15,313
-354
-2% -$6.14K 0.01% 1131
2021
Q1 		$265K Buy
15,667
+1,155
+8% +$19.3K 0.01% 1060
2020
Q4 		$244K Sell
14,512
-603
-4% -$9.71K 0.01% 999
2020
Q3 		$237K Sell
15,115
-2,605
-15% -$40.8K 0.01% 893
2020
Q2 		$271K Sell
17,720
-2,048
-10% -$30K 0.01% 813
2020
Q1 		$290K Sell
19,768
-3,726
-16% -$60.1K 0.02% 663
2019
Q4 		$392K Buy
23,494
+2,471
+12% +$40.6K 0.02% 680
2019
Q3 		$352K Sell
21,023
-1,384
-6% -$22.7K 0.02% 710
2019
Q2 		$356K Buy
22,407
+30
+0.1% +$466 0.02% 665
2019
Q1 		$338K Sell
22,377
-1,258
-5% -$18.3K 0.02% 636
2018
Q4 		$330K Buy
23,635
+986
+4% +$13.5K 0.02% 569
2018
Q3 		$330K Sell
22,649
-7,902
-26% -$117K 0.02% 649
2018
Q2 		$446K Buy
30,551
+4,858
+19% +$71.5K 0.03% 491
2018
Q1 		$373K Sell
25,693
-9,038
-26% -$133K 0.03% 527
2017
Q4 		$536K Sell
34,731
-20,626
-37% -$318K 0.04% 420
2017
Q3 		$852K Buy
55,357
+11,833
+27% +$183K 0.07% 285
2017
Q2 		$659K Sell
43,524
-2,794
-6% -$41.8K 0.06% 334
2017
Q1 		$677K Buy
46,318
+2,017
+5% +$29.2K 0.07% 314
2016
Q4 		$641K Sell
44,301
-802
-2% -$11.7K 0.07% 294
2016
Q3 		$725K Sell
45,103
-3,506
-7% -$56.8K 0.09% 253
2016
Q2 		$790K Buy
+48,609
New +$761K 0.1% 222

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Sigma Planning Corp's NVG Position: Q1 2023 in Review

Sigma Planning Corp sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2023, closing a stake of 11,270 shares — an estimated $137K sold.

Sigma Planning Corp first reported a position in NVG in Q2 2016 and held it in 27 quarters. The position peaked at $852K in Q3 2017. 250 funds tracked by Wall St. Rank hold NVG as of Q1 2023.

  • Sigma Planning Corp reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 11,270 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2023, an estimated $137K.
  • Sigma Planning Corp first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 27 quarters.
  • Sigma Planning Corp's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $852K in Q3 2017.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.