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

Exencial 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
2022 Q4	–	Sell	-14,367	Closed	-$163K	–	431
2022 Q3	$163K	Hold	14,367	–	–	0.01%	409
2022 Q2	$180K	Buy	14,367 +129	+0.9%	+$1.68K	0.01%	410
2022 Q1	$208K	Buy	14,238 +120	+0.8%	+$1.85K	0.01%	427
2021 Q4	$241K	Buy	14,118 +219	+2%	+$3.71K	0.01%	424
2021 Q3	$232K	Buy	13,899 +104	+0.8%	+$1.8K	0.01%	301
2021 Q2	$237K	Buy	+13,795	New	+$231K	0.01%	412

Other funds holding NZF

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KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Exencial Wealth Advisors's NZF Position: Q4 2022 in Review

Exencial Wealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2022, closing a stake of 14,367 shares — an estimated $163K sold.

Exencial Wealth Advisors first reported a position in NZF in Q2 2021 and held it in 6 quarters. The position peaked at $241K in Q4 2021. 216 funds tracked by Wall St. Rank hold NZF as of Q4 2022.

Exencial Wealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2022 after selling out during the quarter.
Exencial Wealth Advisors sold 14,367 Nuveen Municipal Credit Income Fund shares in Q4 2022, an estimated $163K.
Exencial Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2021 and held it in 6 quarters.
Exencial Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $241K in Q4 2021.
216 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2022.

Based on Exencial Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.