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Welch & Forbes’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Welch & Forbes’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
Q4 		– Sell
-191,610
Closed -$2.24M – 379
2022
Q3 		$2.24M Hold
191,610
– – 0.04% 166
2022
Q2 		$2.51M Hold
191,610
– – 0.05% 161
2022
Q1 		$2.83M Buy
+191,610
New +$3.01M 0.04% 157

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Welch & Forbes's NVG Position: Q4 2022 in Review

Welch & Forbes sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2022, closing a stake of 191,610 shares — an estimated $2.24M sold.

Welch & Forbes first reported a position in NVG in Q1 2022 and held it in 3 quarters. The position peaked at $2.83M in Q1 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q4 2022.

  • Welch & Forbes reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
  • Welch & Forbes sold 191,610 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2022, an estimated $2.24M.
  • Welch & Forbes first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q1 2022 and held it in 3 quarters.
  • Welch & Forbes's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.83M in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2022.

Based on Welch & Forbes's 13F filing for Q4 2022, filed 2 Feb 2023.