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Winthrop Advisory Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Winthrop Advisory Group’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
-12,235
Closed -$144K – 126
2022
Q3 		$144K Hold
12,235
– – 0.03% 111
2022
Q2 		$161K Buy
+12,235
New +$166K 0.04% 116

Other funds holding NVG

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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

Winthrop Advisory Group's NVG Position: Q4 2022 in Review

Winthrop Advisory Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q4 2022, closing a stake of 12,235 shares — an estimated $144K sold.

Winthrop Advisory Group first reported a position in NVG in Q2 2022 and held it in 2 quarters. The position peaked at $161K in Q2 2022. 250 funds tracked by Wall St. Rank hold NVG as of Q4 2022.

  • Winthrop Advisory Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
  • Winthrop Advisory Group sold 12,235 Nuveen AMT-Free Municipal Credit Income Fund shares in Q4 2022, an estimated $144K.
  • Winthrop Advisory Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2022 and held it in 2 quarters.
  • Winthrop Advisory Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $161K in Q2 2022.
  • 250 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q4 2022.

Based on Winthrop Advisory Group's 13F filing for Q4 2022, filed 18 Jan 2023.