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

Transform Wealth’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
Q1 		– Sell
-41,132
Closed -$486K – 242
2023
Q4 		$486K Hold
41,132
– – 0.05% 168
2023
Q3 		$426K Sell
41,132
-36,432
-47% -$411K 0.04% 179
2023
Q2 		$910K Buy
77,564
+44,682
+136% +$519K 0.08% 141
2023
Q1 		$388K Buy
+32,882
New +$395K 0.04% 192
2018
Q4 		– Sell
-10,171
Closed -$148K – 194
2018
Q3 		$148K Hold
10,171
– – 0.03% 185
2018
Q2 		$148K Hold
10,171
– – 0.03% 207
2018
Q1 		$148K Sell
10,171
-2,318
-19% -$34.1K 0.03% 228
2017
Q4 		$193K Hold
12,489
– – 0.04% 239
2017
Q3 		$192K Buy
+12,489
New +$193K 0.07% 202
2017
Q2 		– Sell
-12,489
Closed -$183K – 122
2017
Q1 		$183K Buy
12,489
+171
+1% +$2.48K 0.07% 203
2016
Q4 		$178K Buy
+12,318
New +$180K 0.07% 205

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
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 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
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

Transform Wealth's NVG Position: Q1 2024 in Review

Transform Wealth sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 41,132 shares — an estimated $486K sold.

Transform Wealth first reported a position in NVG in Q4 2016 and held it in 11 quarters. The position peaked at $910K in Q2 2023. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

  • Transform Wealth reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • Transform Wealth sold 41,132 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $486K.
  • Transform Wealth first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2016 and held it in 11 quarters.
  • Transform Wealth's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $910K in Q2 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on Transform Wealth's 13F filing for Q1 2024, filed 16 Apr 2024.