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

Taylor Wealth Management Partners’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
2015
Q2 		– Sell
-736
Closed -$11K – 203
2015
Q1 		$11K Buy
+736
New +$10.6K ﹤0.01% 138

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RCM
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PAM
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Taylor Wealth Management Partners's NVG Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2015, closing a stake of 736 shares — an estimated $11K sold.

Taylor Wealth Management Partners first reported a position in NVG in Q1 2015 and held it in 1 quarter. The position peaked at $11K in Q1 2015. 51 funds tracked by Wall St. Rank hold NVG as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 736 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2015, an estimated $11K.
  • Taylor Wealth Management Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $11K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.