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

WealthSource 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
2021
Q4 		– Sell
-11,868
Closed -$204K – 571
2021
Q3 		$204K Buy
+11,868
New +$211K 0.02% 482

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UBS Group
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Osaic Holdings
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LPL Financial
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Commonwealth Equity Services
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners's NVG Position: Q4 2021 in Review

WealthSource Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2021, closing a stake of 11,868 shares — an estimated $204K sold.

WealthSource Partners first reported a position in NVG in Q3 2021 and held it in 1 quarter. The position peaked at $204K in Q3 2021. 265 funds tracked by Wall St. Rank hold NVG as of Q4 2021.

  • WealthSource Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2021 after selling out during the quarter.
  • WealthSource Partners sold 11,868 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2021, an estimated $204K.
  • WealthSource Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2021 and held it in 1 quarter.
  • WealthSource Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $204K in Q3 2021.
  • 265 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2021.

Based on WealthSource Partners's 13F filing for Q4 2021, filed 14 Feb 2022.