CCWA
NZF icon

CLA (CliftonLarsonAllen) Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-29,968
Closed -$313K – 191
2023
Q3 		$313K Sell
29,968
-1,989
-6% -$22.5K 0.01% 171
2023
Q2 		$373K Hold
31,957
– – 0.01% 166
2023
Q1 		$382K Buy
31,957
+3,110
+11% +$37.3K 0.01% 176
2022
Q4 		$348K Buy
+28,847
New +$334K 0.01% 180
2022
Q3 		– Sell
-28,847
Closed -$362K – 138
2022
Q2 		$362K Sell
28,847
-71
-0.2% -$925 0.02% 173
2022
Q1 		$422K Hold
28,918
– – 0.02% 178
2021
Q4 		$494K Sell
28,918
-4,400
-13% -$74.4K 0.02% 161
2021
Q3 		$557K Hold
33,318
– – 0.02% 210
2021
Q2 		$573K Sell
33,318
-1,153
-3% -$19.3K 0.02% 211
2021
Q1 		$557K Sell
34,471
-9,443
-22% -$152K 0.03% 148
2020
Q4 		$708K Sell
43,914
-3,846
-8% -$58.8K 0.03% 132
2020
Q3 		$702K Buy
47,760
+1,319
+3% +$19.8K 0.04% 126
2020
Q2 		$685K Buy
+46,441
New +$650K 0.04% 124
2019
Q4 		$1.69M Buy
103,114
+33,074
+47% +$533K 0.13% 85
2019
Q3 		$1.14M Buy
70,040
+19,856
+40% +$320K 0.1% 92
2019
Q2 		$790K Buy
50,184
+34,844
+227% +$541K 0.08% 83
2019
Q1 		$231K Buy
+15,340
New +$221K 0.03% 107

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's NZF Position: Q4 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2023, closing a stake of 29,968 shares — an estimated $313K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in NZF in Q1 2019 and held it in 17 quarters. The position peaked at $1.69M in Q4 2019. 250 funds tracked by Wall St. Rank hold NZF as of Q4 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 29,968 Nuveen Municipal Credit Income Fund shares in Q4 2023, an estimated $313K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q1 2019 and held it in 17 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $1.69M in Q4 2019.
  • 250 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.