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

TCI Wealth 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
2021
Q3 		– Sell
-96
Closed -$2K – 2513
2021
Q2 		$2K Buy
+96
New +$1.67K ﹤0.01% 2054
2020
Q2 		– Sell
-519
Closed -$8K – 1611
2020
Q1 		$8K Buy
+519
New +$8.38K ﹤0.01% 620
2017
Q1 		– Sell
-4,813
Closed -$70K – 1356
2016
Q4 		$70K Buy
+4,813
New +$70.4K 0.04% 276

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCI Wealth Advisors's NVG Position: Q3 2021 in Review

TCI Wealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2021, closing a stake of 96 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in NVG in Q4 2016 and held it in 3 quarters. The position peaked at $70K in Q4 2016. 243 funds tracked by Wall St. Rank hold NVG as of Q3 2021.

  • TCI Wealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 96 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2021, an estimated $2K.
  • TCI Wealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2016 and held it in 3 quarters.
  • TCI Wealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $70K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.