CT
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Caldwell Trust’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Caldwell Trust’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
Q4 		– Sell
-6,324
Closed -$71.9K – 741
2022
Q3 		$71.9K Hold
6,324
– – 0.01% 372
2022
Q2 		$79.4K Hold
6,324
– – 0.01% 380
2022
Q1 		$92.4K Hold
6,324
– – 0.01% 376
2021
Q4 		$108K Hold
6,324
– – 0.01% 366
2021
Q3 		$106K Hold
6,324
– – 0.01% 353
2021
Q2 		$109K Hold
6,324
– – 0.01% 348
2021
Q1 		$102K Hold
6,324
– – 0.01% 347
2020
Q4 		$102K Hold
6,324
– – 0.02% 334
2020
Q3 		$92.9K Hold
6,324
– – 0.02% 328
2020
Q2 		$93.3K Hold
6,324
– – 0.02% 341
2020
Q1 		$89K Hold
6,324
– – 0.02% 336
2019
Q4 		$104K Buy
+6,324
New +$102K 0.02% 354

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AWA
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return