AE Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

AE Wealth Management’s Portfolio NZF Stock Details NZF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-32,592	Closed	-$378K	–	1719
2023 Q4	$378K	Buy	32,592 +10,848	+50%	+$119K	﹤0.01%	1595
2023 Q3	$227K	Sell	21,744 -8,031	-27%	-$90.9K	﹤0.01%	1734
2023 Q2	$347K	Sell	29,775 -2,114	-7%	-$24.5K	﹤0.01%	1551
2023 Q1	$381K	Buy	31,889 +823	+3%	+$9.86K	﹤0.01%	1455
2022 Q4	$375K	Sell	31,066 -2,828	-8%	-$32.7K	﹤0.01%	1408
2022 Q3	$385K	Buy	33,894 +18,981	+127%	+$245K	﹤0.01%	1373
2022 Q2	$187K	Buy	+14,913	New	+$194K	﹤0.01%	1606
2021 Q4	–	Sell	-10,845	Closed	-$181K	–	1759
2021 Q3	$181K	Buy	+10,845	New	+$188K	﹤0.01%	1535

Other funds holding NZF

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

AE Wealth Management's NZF Position: Q1 2024 in Review

AE Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2024, closing a stake of 32,592 shares — an estimated $378K sold.

AE Wealth Management first reported a position in NZF in Q3 2021 and held it in 8 quarters. The position peaked at $385K in Q3 2022. 246 funds tracked by Wall St. Rank hold NZF as of Q1 2024.

AE Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
AE Wealth Management sold 32,592 Nuveen Municipal Credit Income Fund shares in Q1 2024, an estimated $378K.
AE Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q3 2021 and held it in 8 quarters.
AE Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $385K in Q3 2022.
246 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.