CCG Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

CCG Wealth Management’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	-20,906	Closed	-$218K	–	58
2023 Q3	$218K	Hold	20,906	–	–	0.14%	56
2023 Q2	$244K	Buy	20,906 +506	+2%	+$5.87K	0.15%	54
2023 Q1	$244K	Hold	20,400	–	–	0.16%	53
2022 Q4	$246K	Hold	20,400	–	–	0.14%	81
2022 Q3	$232K	Hold	20,400	–	–	0.14%	77
2022 Q2	$256K	Hold	20,400	–	–	0.14%	80
2022 Q1	$298K	Buy	+20,400	New	+$315K	0.15%	84

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 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 Englewood, New Jersey $34.3B AUM 27.35% 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

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

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

CCG Wealth Management's NZF Position: Q4 2023 in Review

CCG Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2023, closing a stake of 20,906 shares — an estimated $218K sold.

CCG Wealth Management first reported a position in NZF in Q1 2022 and held it in 7 quarters. The position peaked at $298K in Q1 2022. 250 funds tracked by Wall St. Rank hold NZF as of Q4 2023.

CCG Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
CCG Wealth Management sold 20,906 Nuveen Municipal Credit Income Fund shares in Q4 2023, an estimated $218K.
CCG Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q1 2022 and held it in 7 quarters.
CCG Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $298K in Q1 2022.
250 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2023.

Based on CCG Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.