WealthPLAN Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-1,468	Closed	-$17.3K	–	1354
2023 Q1	$17.3K	Buy	+1,468	New	+$17.6K	﹤0.01%	758
2016 Q3	$124K	Sell	7,792 -47,105	-86%	-$763K	0.04%	208
2016 Q2	$373K	Buy	+54,897	New	+$859K	0.05%	250
2015 Q4	$168K	Buy	+47,660	New	+$669K	0.03%	304
2015 Q2	$360K	Sell	26,525 -20,010	-43%	-$282K	0.16%	74
2015 Q1	$680K	Buy	+46,535	New	+$671K	0.32%	58

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthPLAN Partners's NVG Position: Q2 2023 in Review

WealthPLAN Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2023, closing a stake of 1,468 shares — an estimated $17.3K sold.

WealthPLAN Partners first reported a position in NVG in Q1 2015 and held it in 6 quarters. The position peaked at $680K in Q1 2015. 243 funds tracked by Wall St. Rank hold NVG as of Q2 2023.

WealthPLAN Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 1,468 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2023, an estimated $17.3K.
WealthPLAN Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2015 and held it in 6 quarters.
WealthPLAN Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $680K in Q1 2015.
243 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.