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

TrueWealth 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
Q2 		– Sell
-12,144
Closed -$218K – 189
2022
Q1 		$218K Hold
12,144
– – 0.1% 163
2021
Q4 		$218K Buy
+12,144
New +$212K 0.1% 163

Other funds holding NVG

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

TrueWealth Advisors's NVG Position: Q2 2022 in Review

TrueWealth Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2022, closing a stake of 12,144 shares — an estimated $218K sold.

TrueWealth Advisors first reported a position in NVG in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q1 2022. 254 funds tracked by Wall St. Rank hold NVG as of Q2 2022.

  • TrueWealth Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2022 after selling out during the quarter.
  • TrueWealth Advisors sold 12,144 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2022, an estimated $218K.
  • TrueWealth Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and held it in 2 quarters.
  • TrueWealth Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $218K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.