Westchester Capital Management (New York)’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Westchester Capital Management (New York)’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
2026 Q1	–	Sell	-123,412	Closed	-$1.56M	–	328
2025 Q4	$1.56M	Hold	123,412	–	–	0.07%	166
2025 Q3	$1.52M	Hold	123,412	–	–	0.07%	157
2025 Q2	$1.47M	Hold	123,412	–	–	0.08%	127
2025 Q1	$1.53M	Buy	+123,412	New	+$1.55M	0.08%	111
2024 Q3	–	Sell	-200,673	Closed	-$2.5M	–	209
2024 Q2	$2.5M	Sell	200,673 -18,943	-9%	-$226K	0.09%	109
2024 Q1	$2.67M	Sell	219,616 -3,974	-2%	-$47.2K	0.1%	125
2023 Q4	$2.64M	Buy	223,590 +50,639	+29%	+$550K	0.09%	137
2023 Q3	$1.78M	Buy	+172,951	New	+$1.95M	0.05%	188
2021 Q4	–	Sell	-2,946	Closed	-$51K	–	405
2021 Q3	$51K	Buy	+2,946	New	+$52.4K	﹤0.01%	341

Other funds holding NVG

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AFG

Artesa Financial Group Conroe, Texas $117M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Westchester Capital Management (New York)'s NVG Position: Q1 2026 in Review

Westchester Capital Management (New York) sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2026, closing a stake of 123,412 shares — an estimated $1.56M sold.

Westchester Capital Management (New York) first reported a position in NVG in Q3 2021 and held it in 9 quarters. The position peaked at $2.67M in Q1 2024. 254 funds tracked by Wall St. Rank hold NVG as of Q1 2026.

Westchester Capital Management (New York) reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2026 after selling out during the quarter.
Westchester Capital Management (New York) sold 123,412 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2026, an estimated $1.56M.
Westchester Capital Management (New York) first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2021 and held it in 9 quarters.
Westchester Capital Management (New York)'s Nuveen AMT-Free Municipal Credit Income Fund position peaked at $2.67M in Q1 2024.
254 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2026.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.