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

Evercore 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
2018 Q1	–	Sell	-1,487	Closed	-$23K	–	661
2017 Q4	$23K	Hold	1,487	–	–	﹤0.01%	709
2017 Q3	$23K	Hold	1,487	–	–	﹤0.01%	688
2017 Q2	$22K	Hold	1,487	–	–	﹤0.01%	703
2017 Q1	$21K	Hold	1,487	–	–	﹤0.01%	748
2016 Q4	$21K	Hold	1,487	–	–	﹤0.01%	747
2016 Q3	$23K	Sell	1,487 -3,016	-67%	-$47.9K	﹤0.01%	752
2016 Q2	$72K	Buy	+4,503	New	+$69.6K	﹤0.01%	513

Other funds holding NZF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Evercore Wealth Management's NZF Position: Q1 2018 in Review

Evercore Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2018, closing a stake of 1,487 shares — an estimated $23K sold.

Evercore Wealth Management first reported a position in NZF in Q2 2016 and held it in 7 quarters. The position peaked at $72K in Q2 2016. 127 funds tracked by Wall St. Rank hold NZF as of Q1 2018.

Evercore Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,487 Nuveen Municipal Credit Income Fund shares in Q1 2018, an estimated $23K.
Evercore Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and held it in 7 quarters.
Evercore Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $72K in Q2 2016.
127 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.