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DWM
Drive Wealth Management’s
Nuveen Municipal Credit Income Fund
NZF
Stock Holding History
Drive 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
2024
Q4
–
Sell
-11,585
Closed
-$153K
–
374
2024
Q3
$153K
Hold
11,585
–
–
0.04%
298
2024
Q2
$144K
Sell
11,585
-7,800
-40%
-$93.7K
0.04%
298
2024
Q1
$238K
Buy
19,385
+5,748
+42%
+$68.5K
0.07%
257
2023
Q4
$161K
Buy
+13,637
New
+$150K
0.05%
278
2023
Q3
–
Sell
-29,402
Closed
-$344K
–
305
2023
Q2
$344K
Buy
29,402
+3,519
+14%
+$40.8K
0.13%
151
2023
Q1
$310K
Buy
25,883
+3,374
+15%
+$40.4K
0.13%
167
2022
Q4
$272K
Sell
22,509
-5,830
-21%
-$67.5K
0.14%
173
2022
Q3
$324K
Sell
28,339
-2,061
-7%
-$26.6K
0.31%
98
2022
Q2
$384K
Buy
30,400
+67
+0.2%
+$872
0.35%
83
2022
Q1
$445K
Buy
30,333
+60
+0.2%
+$926
0.38%
76
2021
Q4
$518K
Buy
+30,273
New
+$512K
0.46%
56
Other funds holding NZF
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
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
MSL
Mackay Shields LLC
New York
$2.73B AUM
2.13%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Pathstone Holdings
Englewood, New Jersey
$25.1B AUM
22.95%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
HWAM
Hennion & Walsh Asset Management
Parsippany, New Jersey
$3.5B AUM
41.95%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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