Bogart Wealth LLC’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Bogart Wealth LLC’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
2022 Q3	–	Sell	-5,149	Closed	-$65K	–	1093
2022 Q2	$65K	Hold	5,149	–	–	0.01%	254
2022 Q1	$75K	Sell	5,149 -201	-4%	-$3.1K	0.01%	236
2021 Q4	$91K	Hold	5,350	–	–	0.01%	210
2021 Q3	$89K	Hold	5,350	–	–	0.01%	199
2021 Q2	$92K	Sell	5,350 -624	-10%	-$10.5K	0.01%	187
2021 Q1	$97K	Hold	5,974	–	–	0.01%	172
2020 Q4	$96K	Buy	5,974 +201	+3%	+$3.08K	0.02%	161
2020 Q3	$84K	Hold	5,773	–	–	0.02%	158
2020 Q2	$85K	Hold	5,773	–	–	0.02%	146
2020 Q1	$81K	Hold	5,773	–	–	0.02%	146
2019 Q4	$95K	Hold	5,773	–	–	0.03%	145
2019 Q3	$94K	Hold	5,773	–	–	0.05%	127
2019 Q2	$90K	Buy	5,773 +624	+12%	+$9.68K	0.05%	121
2019 Q1	$77K	Hold	5,149	–	–	0.04%	116
2018 Q4	$69K	Hold	5,149	–	–	0.03%	118
2018 Q3	$74K	Hold	5,149	–	–	0.04%	118
2018 Q2	$73K	Hold	5,149	–	–	0.04%	122
2018 Q1	$73K	Hold	5,149	–	–	0.04%	114
2017 Q4	$78K	Hold	5,149	–	–	0.05%	102
2017 Q3	$78K	Buy	+5,149	New	+$78.3K	0.06%	100

Other funds holding NZF

RCM

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

MPW

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

Bogart Wealth LLC's NZF Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2022, closing a stake of 5,149 shares — an estimated $65K sold.

Bogart Wealth LLC first reported a position in NZF in Q3 2017 and held it in 20 quarters. The position peaked at $97K in Q1 2021. 195 funds tracked by Wall St. Rank hold NZF as of Q3 2022.

Bogart Wealth LLC reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
Bogart Wealth LLC sold 5,149 Nuveen Municipal Credit Income Fund shares in Q3 2022, an estimated $65K.
Bogart Wealth LLC first reported a position in Nuveen Municipal Credit Income Fund in Q3 2017 and held it in 20 quarters.
Bogart Wealth LLC's Nuveen Municipal Credit Income Fund position peaked at $97K in Q1 2021.
195 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.