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Benjamin F. Edwards & Company’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q4 		– Sell
-2,200
Closed -$23K – 2146
2023
Q3 		$23K Hold
2,200
– – ﹤0.01% 1230
2023
Q2 		$26K Hold
2,200
– – ﹤0.01% 1222
2023
Q1 		$26K Buy
2,200
+1,796
+445% +$21.5K ﹤0.01% 1228
2022
Q4 		$5K Sell
404
-9
-2% -$104 ﹤0.01% 1581
2022
Q3 		$5K Buy
413
+5
+1% +$64 ﹤0.01% 1562
2022
Q2 		$5K Buy
+408
New +$5.31K ﹤0.01% 1552
2021
Q2 		– Sell
-3,390
Closed -$55K – 1747
2021
Q1 		$55K Buy
3,390
+772
+29% +$12.4K ﹤0.01% 975
2020
Q4 		$42K Sell
2,618
-255
-9% -$3.9K ﹤0.01% 1008
2020
Q3 		$42K Sell
2,873
-57
-2% -$856 ﹤0.01% 940
2020
Q2 		$43K Sell
2,930
-10,158
-78% -$142K ﹤0.01% 919
2020
Q1 		$184K Sell
13,088
-709
-5% -$11.1K 0.02% 530
2019
Q4 		$226K Sell
13,797
-14,980
-52% -$241K 0.02% 569
2019
Q3 		$467K Sell
28,777
-990
-3% -$16K 0.04% 378
2019
Q2 		$469K Buy
29,767
+159
+0.5% +$2.47K 0.04% 370
2019
Q1 		$446K Buy
29,608
+112
+0.4% +$1.61K 0.04% 355
2018
Q4 		$396K Sell
29,496
-2,404
-8% -$32.6K 0.04% 341
2018
Q3 		$460K Sell
31,900
-2,950
-8% -$42.9K 0.04% 339
2018
Q2 		$499K Buy
34,850
+1,051
+3% +$15K 0.05% 326
2018
Q1 		$478K Sell
33,799
-16,978
-33% -$245K 0.05% 328
2017
Q4 		$774K Sell
50,777
-12,382
-20% -$188K 0.08% 249
2017
Q3 		$961K Sell
63,159
-989
-2% -$15K 0.12% 178
2017
Q2 		$957K Sell
64,148
-3,236
-5% -$47.9K 0.13% 168
2017
Q1 		$970K Buy
67,384
+11,962
+22% +$171K 0.14% 154
2016
Q4 		$784K Buy
55,422
+5,390
+11% +$77.7K 0.13% 174
2016
Q3 		$788K Buy
50,032
+496
+1% +$7.88K 0.14% 161
2016
Q2 		$789K Buy
+49,536
New +$766K 0.15% 148

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Benjamin F. Edwards & Company's NZF Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2023, closing a stake of 2,200 shares — an estimated $23K sold.

Benjamin F. Edwards & Company first reported a position in NZF in Q2 2016 and held it in 26 quarters. The position peaked at $970K in Q1 2017. 250 funds tracked by Wall St. Rank hold NZF as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 2,200 Nuveen Municipal Credit Income Fund shares in Q4 2023, an estimated $23K.
  • Benjamin F. Edwards & Company first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and held it in 26 quarters.
  • Benjamin F. Edwards & Company's Nuveen Municipal Credit Income Fund position peaked at $970K in Q1 2017.
  • 250 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.