Evergreen Capital Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Evergreen Capital 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
2021 Q2	–	Sell	-10,354	Closed	-$167K	–	548
2021 Q1	$167K	Hold	10,354	–	–	0.01%	486
2020 Q4	$167K	Sell	10,354 -2,000	-16%	-$30.6K	0.01%	428
2020 Q3	$181K	Hold	12,354	–	–	0.01%	400
2020 Q2	$182K	Sell	12,354 -20,522	-62%	-$287K	0.01%	368
2020 Q1	$463K	Hold	32,876	–	–	0.04%	233
2019 Q4	$538K	Hold	32,876	–	–	0.04%	241
2019 Q3	$534K	Hold	32,876	–	–	0.05%	219
2019 Q2	$518K	Buy	+32,876	New	+$510K	0.05%	226
2019 Q1	–	Hold	0	–	–	–	367
2018 Q4	–	Hold	0	–	–	–	351
2018 Q3	–	Hold	0	–	–	–	371
2018 Q2	–	Hold	0	–	–	–	345
2018 Q1	–	Hold	0	–	–	–	345
2017 Q4	–	Hold	0	–	–	–	229
2017 Q3	–	Sell	-12,354	Closed	-$184K	–	198
2017 Q2	$184K	Buy	+12,354	New	+$183K	0.03%	135
2017 Q1	–	Sell	-12,354	Closed	-$175K	–	110
2016 Q4	$175K	Hold	12,354	–	–	0.03%	115
2016 Q3	$194K	Buy	+12,354	New	+$196K	0.04%	106

Other funds holding NZF

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Evergreen Capital Management's NZF Position: Q2 2021 in Review

Evergreen Capital Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2021, closing a stake of 10,354 shares — an estimated $167K sold.

Evergreen Capital Management first reported a position in NZF in Q3 2016 and held it in 11 quarters. The position peaked at $538K in Q4 2019. 156 funds tracked by Wall St. Rank hold NZF as of Q2 2021.

Evergreen Capital Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2021 after selling out during the quarter.
Evergreen Capital Management sold 10,354 Nuveen Municipal Credit Income Fund shares in Q2 2021, an estimated $167K.
Evergreen Capital Management first reported a position in Nuveen Municipal Credit Income Fund in Q3 2016 and held it in 11 quarters.
Evergreen Capital Management's Nuveen Municipal Credit Income Fund position peaked at $538K in Q4 2019.
156 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2021.

Based on Evergreen Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.