Winch Advisory Services’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Winch Advisory Services’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
2024 Q3	–	Sell	-42	Closed	-$527	–	478
2024 Q2	$527	Hold	42	–	–	﹤0.01%	414
2024 Q1	$506	Buy	42 +1	+2%	+$12	﹤0.01%	413
2023 Q4	$488	Hold	41	–	–	﹤0.01%	407
2023 Q3	$0	Buy	41 +1	+3%	+$11	﹤0.01%	443
2023 Q2	$0	Hold	40	–	–	﹤0.01%	433
2023 Q1	$0	Buy	40 +1	+3%	+$12	﹤0.01%	429
2022 Q4	$0	Buy	+39	New	+$458	﹤0.01%	420
2022 Q3	–	Sell	-38	Closed	-$1K	–	426
2022 Q2	$1K	Hold	38	–	–	﹤0.01%	398
2022 Q1	$1K	Hold	38	–	–	﹤0.01%	426
2021 Q4	$1K	Buy	38 +1	+3%	+$17	﹤0.01%	443
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	454
2021 Q2	$1K	Buy	37 +1	+3%	+$17	﹤0.01%	457
2021 Q1	$1K	Hold	36	–	–	﹤0.01%	430
2020 Q4	$1K	Buy	36 +1	+3%	+$16	﹤0.01%	410
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	369
2020 Q2	$1K	Buy	35 +1	+3%	+$15	﹤0.01%	362
2020 Q1	$1K	Hold	34	–	–	﹤0.01%	318
2019 Q4	$1K	Buy	34 +1	+3%	+$16	﹤0.01%	345
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	332
2019 Q2	$1K	Hold	33	–	–	﹤0.01%	417
2019 Q1	$0	Buy	33 +1	+3%	+$15	﹤0.01%	394
2018 Q4	$0	Buy	+32	New	+$439	﹤0.01%	356

Other funds holding NVG

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

HWAM

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

Winch Advisory Services's NVG Position: Q3 2024 in Review

Winch Advisory Services sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q3 2024, closing a stake of 42 shares — an estimated $527 sold.

Winch Advisory Services first reported a position in NVG in Q4 2018 and held it in 22 quarters. The position peaked at $1K in Q2 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q3 2024.

Winch Advisory Services reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 42 Nuveen AMT-Free Municipal Credit Income Fund shares in Q3 2024, an estimated $527.
Winch Advisory Services first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2018 and held it in 22 quarters.
Winch Advisory Services's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1K in Q2 2022.
250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.