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

Wealth Management Solutions’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
Q3 		– Sell
-12,382
Closed -$162K – 91
2022
Q2 		$162K Sell
12,382
-4,184
-25% -$56.7K 0.09% 91
2022
Q1 		$245K Sell
16,566
-8,908
-35% -$140K 0.13% 97
2021
Q4 		$457K Buy
+25,474
New +$444K 0.24% 66

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Management Solutions's NVG Position: Q3 2022 in Review

Wealth Management Solutions sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2022, closing a stake of 12,382 shares — an estimated $162K sold.

Wealth Management Solutions first reported a position in NVG in Q4 2021 and held it in 3 quarters. The position peaked at $457K in Q4 2021. 239 funds tracked by Wall St. Rank hold NVG as of Q3 2022.

  • Wealth Management Solutions reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 12,382 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2022, an estimated $162K.
  • Wealth Management Solutions first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2021 and held it in 3 quarters.
  • Wealth Management Solutions's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $457K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.