Creative Planning’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Creative Planning’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 Q4	–	Sell	-21,400	Closed	-$207K	–	2972
2023 Q3	$207K	Buy	21,400 +2,900	+16%	+$31.7K	﹤0.01%	2216
2023 Q2	$200K	Hold	18,500	–	–	﹤0.01%	2215
2023 Q1	$211K	Hold	18,500	–	–	﹤0.01%	2091
2022 Q4	$203K	Hold	18,500	–	–	﹤0.01%	2006
2022 Q3	$198K	Hold	18,500	–	–	﹤0.01%	1917
2022 Q2	$226K	Buy	+18,500	New	+$233K	﹤0.01%	1804

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Creative Planning's NMCO Position: Q4 2023 in Review

Creative Planning sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q4 2023, closing a stake of 21,400 shares — an estimated $207K sold.

Creative Planning first reported a position in NMCO in Q2 2022 and held it in 6 quarters. The position peaked at $226K in Q2 2022. 61 funds tracked by Wall St. Rank hold NMCO as of Q4 2023.

Creative Planning reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 21,400 Nuveen Municipal Credit Opportunities Fund shares in Q4 2023, an estimated $207K.
Creative Planning first reported a position in Nuveen Municipal Credit Opportunities Fund in Q2 2022 and held it in 6 quarters.
Creative Planning's Nuveen Municipal Credit Opportunities Fund position peaked at $226K in Q2 2022.
61 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.