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WFG Advisors’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

WFG Advisors’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
2017
Q2 		$20K Hold
1,347
– – ﹤0.01% 963
2017
Q1 		$20K Hold
1,347
– – 0.01% 886
2016
Q4 		$19K Hold
1,347
– – ﹤0.01% 949
2016
Q3 		$22K Hold
1,347
– – 0.01% 922
2016
Q2 		$22K Buy
+1,347
New +$21.1K 0.01% 894

Other funds holding NVG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's NVG Position: Q2 2017 in Review

WFG Advisors held its Nuveen AMT-Free Municipal Credit Income Fund (NVG) position steady in Q2 2017 at 1,347 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

WFG Advisors first reported a position in NVG in Q2 2016 and has held it in 5 quarters since. The position peaked at $22K in Q3 2016. 163 funds tracked by Wall St. Rank hold NVG as of Q2 2017.

  • WFG Advisors held 1,347 shares of Nuveen AMT-Free Municipal Credit Income Fund worth $20K as of Q2 2017.
  • WFG Advisors left its Nuveen AMT-Free Municipal Credit Income Fund share count unchanged in Q2 2017.
  • Nuveen AMT-Free Municipal Credit Income Fund made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #963 holding.
  • WFG Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2016 and has held it in 5 quarters since.
  • WFG Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $22K in Q3 2016.
  • 163 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.