SRH Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

SRH 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
2022 Q4	–	Sell	-3,915	Closed	-$46K	–	310
2022 Q3	$46K	Hold	3,915	–	–	0.06%	120
2022 Q2	$51K	Hold	3,915	–	–	0.06%	116
2022 Q1	$58K	Hold	3,915	–	–	0.06%	124
2021 Q4	$70K	Hold	3,915	–	–	0.08%	112
2021 Q3	$67K	Hold	3,915	–	–	0.08%	109
2021 Q2	$70K	Hold	3,915	–	–	0.09%	104
2021 Q1	$66K	Hold	3,915	–	–	0.09%	99
2020 Q4	$66K	Hold	3,915	–	–	0.11%	89
2020 Q3	$61K	Hold	3,915	–	–	0.12%	91
2020 Q2	$60K	Hold	3,915	–	–	0.15%	75
2020 Q1	$57K	Hold	3,915	–	–	0.16%	69
2019 Q4	$65K	Hold	3,915	–	–	0.21%	73
2019 Q3	$66K	Hold	3,915	–	–	0.22%	71
2019 Q2	$62K	Hold	3,915	–	–	0.21%	75
2019 Q1	$59K	Hold	3,915	–	–	0.21%	75
2018 Q4	$55K	Hold	3,915	–	–	0.21%	76
2018 Q3	$57K	Hold	3,915	–	–	0.2%	81
2018 Q2	$57K	Hold	3,915	–	–	0.21%	78
2018 Q1	$57K	Hold	3,915	–	–	0.23%	72
2017 Q4	$60K	Hold	3,915	–	–	0.24%	71
2017 Q3	$60K	Hold	3,915	–	–	0.25%	68
2017 Q2	$59K	Hold	3,915	–	–	0.28%	59
2017 Q1	$57K	Hold	3,915	–	–	0.27%	58
2016 Q4	$57K	Hold	3,915	–	–	0.28%	59
2016 Q3	$63K	Hold	3,915	–	–	0.33%	52
2016 Q2	$64K	Buy	+3,915	New	+$61.3K	0.34%	52

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

SRH Advisors's NVG Position: Q4 2022 in Review

SRH Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2022, closing a stake of 3,915 shares — an estimated $46K sold.

SRH Advisors first reported a position in NVG in Q2 2016 and held it in 26 quarters. The position peaked at $70K in Q4 2021. 250 funds tracked by Wall St. Rank hold NVG as of Q4 2022.

SRH Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
SRH Advisors sold 3,915 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2022, an estimated $46K.
SRH Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and held it in 26 quarters.
SRH Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $70K in Q4 2021.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2022.

Based on SRH Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.