Beaumont Financial Advisors’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Beaumont Financial Advisors’s Portfolio NMCO Stock Details NMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-14,000	Closed	-$136K	–	347
2023 Q3	$136K	Hold	14,000	–	–	0.01%	313
2023 Q2	$151K	Hold	14,000	–	–	0.01%	332
2023 Q1	$160K	Hold	14,000	–	–	0.02%	305
2022 Q4	$154K	Hold	14,000	–	–	0.02%	307
2022 Q3	$150K	Hold	14,000	–	–	0.01%	294
2022 Q2	$171K	Hold	14,000	–	–	0.02%	295
2022 Q1	$189K	Hold	14,000	–	–	0.01%	347
2021 Q4	$219K	Hold	14,000	–	–	0.02%	334
2021 Q3	$212K	Hold	14,000	–	–	0.02%	340
2021 Q2	$216K	Hold	14,000	–	–	0.02%	348
2021 Q1	$196K	Sell	14,000 -33,300	-70%	-$462K	0.02%	331
2020 Q4	$613K	Hold	47,300	–	–	0.05%	178
2020 Q3	$596K	Hold	47,300	–	–	0.06%	183
2020 Q2	$562K	Hold	47,300	–	–	0.06%	169
2020 Q1	$613K	Hold	47,300	–	–	0.08%	128
2019 Q4	$733K	Buy	+47,300	New	+$730K	0.07%	151

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

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

Beaumont Financial Advisors's NMCO Position: Q4 2023 in Review

Beaumont Financial Advisors sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q4 2023, closing a stake of 14,000 shares — an estimated $136K sold.

Beaumont Financial Advisors first reported a position in NMCO in Q4 2019 and held it in 16 quarters. The position peaked at $733K in Q4 2019. 61 funds tracked by Wall St. Rank hold NMCO as of Q4 2023.

Beaumont Financial Advisors reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 14,000 Nuveen Municipal Credit Opportunities Fund shares in Q4 2023, an estimated $136K.
Beaumont Financial Advisors first reported a position in Nuveen Municipal Credit Opportunities Fund in Q4 2019 and held it in 16 quarters.
Beaumont Financial Advisors's Nuveen Municipal Credit Opportunities Fund position peaked at $733K in Q4 2019.
61 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q4 2023.

Based on Beaumont Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.