CWA
NZF icon

Clearview Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Clearview 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
Q3 		– Sell
-2,128
Closed -$24.8K – 449
2023
Q2 		$24.8K Buy
2,128
+24
+1% +$278 0.03% 254
2023
Q1 		$25.2K Buy
2,104
+14
+0.7% +$168 0.03% 248
2022
Q4 		$25.2K Buy
+2,090
New +$24.2K 0.02% 220

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clearview Wealth Advisors's NZF Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2023, closing a stake of 2,128 shares — an estimated $24.8K sold.

Clearview Wealth Advisors first reported a position in NZF in Q4 2022 and held it in 3 quarters. The position peaked at $25.2K in Q4 2022. 240 funds tracked by Wall St. Rank hold NZF as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,128 Nuveen Municipal Credit Income Fund shares in Q3 2023, an estimated $24.8K.
  • Clearview Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $25.2K in Q4 2022.
  • 240 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.