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

WMG Financial 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
2024 Q2	–	Sell	-11,931	Closed	-$145K	–	166
2024 Q1	$145K	Hold	11,931	–	–	0.08%	141
2023 Q4	$141K	Buy	+11,931	New	+$130K	0.09%	121
2023 Q3	–	Sell	-11,931	Closed	-$140K	–	116
2023 Q2	$140K	Buy	+11,931	New	+$139K	0.1%	117
2023 Q1	–	Sell	-11,931	Closed	-$145K	–	139
2022 Q4	$145K	Hold	11,931	–	–	0.12%	123
2022 Q3	$139K	Buy	11,931 +1,123	+10%	+$15.3K	0.13%	130
2022 Q2	$141K	Buy	+10,808	New	+$146K	0.12%	136

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

WMG Financial Advisors's NVG Position: Q2 2024 in Review

WMG Financial Advisors sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q2 2024, closing a stake of 11,931 shares — an estimated $145K sold.

WMG Financial Advisors first reported a position in NVG in Q2 2022 and held it in 6 quarters. The position peaked at $145K in Q1 2024. 245 funds tracked by Wall St. Rank hold NVG as of Q2 2024.

WMG Financial Advisors reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q2 2024 after selling out during the quarter.
WMG Financial Advisors sold 11,931 Nuveen AMT-Free Municipal Credit Income Fund shares in Q2 2024, an estimated $145K.
WMG Financial Advisors first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q2 2022 and held it in 6 quarters.
WMG Financial Advisors's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $145K in Q1 2024.
245 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q2 2024.

Based on WMG Financial Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.