Charles Schwab
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Charles Schwab’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Charles Schwab’s Portfolio NMCO Stock Details NMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,000
Closed -$114K – 3656
2023
Q1 		$114K Buy
+10,000
New +$115K ﹤0.01% 3234

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab's NMCO Position: Q2 2023 in Review

Charles Schwab sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q2 2023, closing a stake of 10,000 shares — an estimated $114K sold.

Charles Schwab first reported a position in NMCO in Q1 2023 and held it in 1 quarter. The position peaked at $114K in Q1 2023. 46 funds tracked by Wall St. Rank hold NMCO as of Q2 2023.

  • Charles Schwab reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Charles Schwab sold 10,000 Nuveen Municipal Credit Opportunities Fund shares in Q2 2023, an estimated $114K.
  • Charles Schwab first reported a position in Nuveen Municipal Credit Opportunities Fund in Q1 2023 and held it in 1 quarter.
  • Charles Schwab's Nuveen Municipal Credit Opportunities Fund position peaked at $114K in Q1 2023.
  • 46 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q2 2023.

Based on Charles Schwab's 13F filing for Q2 2023, filed 10 Aug 2023.