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

Circle 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
2020
Q2 		– Sell
-25,784
Closed -$363K – 224
2020
Q1 		$363K Buy
+25,784
New +$405K 0.07% 131

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Circle Wealth Management's NZF Position: Q2 2020 in Review

Circle Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2020, closing a stake of 25,784 shares — an estimated $363K sold.

Circle Wealth Management first reported a position in NZF in Q1 2020 and held it in 1 quarter. The position peaked at $363K in Q1 2020. 152 funds tracked by Wall St. Rank hold NZF as of Q2 2020.

  • Circle Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2020 after selling out during the quarter.
  • Circle Wealth Management sold 25,784 Nuveen Municipal Credit Income Fund shares in Q2 2020, an estimated $363K.
  • Circle Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q1 2020 and held it in 1 quarter.
  • Circle Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $363K in Q1 2020.
  • 152 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2020.

Based on Circle Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.