CBFP
NZF icon

Cedar Brook Financial Partners’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-35,359
Closed -$433K – 279
2024
Q1 		$433K Buy
35,359
+8,449
+31% +$101K 0.09% 229
2023
Q4 		$319K Sell
26,910
-8,293
-24% -$91K 0.07% 277
2023
Q3 		$367K Buy
35,203
+67
+0.2% +$758 0.1% 215
2023
Q2 		$410K Sell
35,136
-785
-2% -$9.11K 0.1% 215
2023
Q1 		$429K Buy
35,921
+66
+0.2% +$791 0.11% 202
2022
Q4 		$433K Buy
35,855
+80
+0.2% +$926 0.12% 196
2022
Q3 		$407K Buy
35,775
+77
+0.2% +$993 0.13% 190
2022
Q2 		$448K Buy
35,698
+75
+0.2% +$977 0.14% 178
2022
Q1 		$520K Buy
35,623
+67
+0.2% +$1.03K 0.13% 172
2021
Q4 		$608K Buy
35,556
+64
+0.2% +$1.08K 0.16% 159
2021
Q3 		$593K Buy
35,492
+62
+0.2% +$1.07K 0.18% 144
2021
Q2 		$610K Buy
+35,430
New +$594K 0.18% 146

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cedar Brook Financial Partners's NZF Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2024, closing a stake of 35,359 shares — an estimated $433K sold.

Cedar Brook Financial Partners first reported a position in NZF in Q2 2021 and held it in 12 quarters. The position peaked at $610K in Q2 2021. 254 funds tracked by Wall St. Rank hold NZF as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 35,359 Nuveen Municipal Credit Income Fund shares in Q2 2024, an estimated $433K.
  • Cedar Brook Financial Partners first reported a position in Nuveen Municipal Credit Income Fund in Q2 2021 and held it in 12 quarters.
  • Cedar Brook Financial Partners's Nuveen Municipal Credit Income Fund position peaked at $610K in Q2 2021.
  • 254 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.