WP
NVG icon

WMS Partners’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-119,530
Closed -$1.47M – 187
2024
Q4 		$1.47M Hold
119,530
– – 0.08% 97
2024
Q3 		$1.6M Buy
+119,530
New +$1.53M 0.09% 89

Other funds holding NVG

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

WMS Partners's NVG Position: Q1 2025 in Review

WMS Partners sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2025, closing a stake of 119,530 shares — an estimated $1.47M sold.

WMS Partners first reported a position in NVG in Q3 2024 and held it in 2 quarters. The position peaked at $1.6M in Q3 2024. 256 funds tracked by Wall St. Rank hold NVG as of Q1 2025.

  • WMS Partners reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 119,530 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2025, an estimated $1.47M.
  • WMS Partners first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q3 2024 and held it in 2 quarters.
  • WMS Partners's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $1.6M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.