Capital Investment Advisory Services’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Capital Investment Advisory Services’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	-18,608	Closed	-$220K	–	999
2023 Q4	$220K	Hold	18,608	–	–	0.02%	470
2023 Q3	$194K	Buy	18,608 +2,108	+13%	+$23.9K	0.02%	482
2023 Q2	$192K	Hold	16,500	–	–	0.02%	467
2023 Q1	$197K	Hold	16,500	–	–	0.02%	459
2022 Q4	$199K	Hold	16,500	–	–	0.02%	462
2022 Q3	$188K	Hold	16,500	–	–	0.02%	442
2022 Q2	$207K	Sell	16,500 -6,500	-28%	-$84.6K	0.03%	439
2022 Q1	$336K	Hold	23,000	–	–	0.04%	366
2021 Q4	$393K	Hold	23,000	–	–	0.05%	321
2021 Q3	$385K	Hold	23,000	–	–	0.05%	311
2021 Q2	$396K	Hold	23,000	–	–	0.05%	320
2021 Q1	$372K	Hold	23,000	–	–	0.05%	298
2020 Q4	$371K	Buy	23,000 +10,000	+77%	+$153K	0.06%	292
2020 Q3	$191K	Buy	+13,000	New	+$195K	0.04%	368

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

Capital Investment Advisory Services's NZF Position: Q1 2024 in Review

Capital Investment Advisory Services sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2024, closing a stake of 18,608 shares — an estimated $220K sold.

Capital Investment Advisory Services first reported a position in NZF in Q3 2020 and held it in 14 quarters. The position peaked at $396K in Q2 2021. 246 funds tracked by Wall St. Rank hold NZF as of Q1 2024.

Capital Investment Advisory Services reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 18,608 Nuveen Municipal Credit Income Fund shares in Q1 2024, an estimated $220K.
Capital Investment Advisory Services first reported a position in Nuveen Municipal Credit Income Fund in Q3 2020 and held it in 14 quarters.
Capital Investment Advisory Services's Nuveen Municipal Credit Income Fund position peaked at $396K in Q2 2021.
246 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2024.

Based on Capital Investment Advisory Services's 13F filing for Q1 2024, filed 25 Apr 2024.