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

Fairhaven 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 		$261K Hold
21,431
– – 0.08% 93
2024
Q3 		$281K Hold
21,431
– – 0.09% 92
2024
Q2 		$265K Hold
21,431
– – 0.09% 96
2024
Q1 		$262K Hold
21,431
– – 0.09% 98
2023
Q4 		$253K Hold
21,431
– – 0.09% 91
2023
Q3 		$224K Hold
21,431
– – 0.09% 96
2023
Q2 		$250K Buy
+21,431
New +$249K 0.1% 94
2022
Q4 		$259K Hold
21,431
– – 0.11% 84
2022
Q3 		$244K Hold
21,431
– – 0.11% 84
2022
Q2 		$269K Buy
+21,431
New +$279K 0.13% 79

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Bank of America
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UBS Group
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Pathstone Holdings
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Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fairhaven Wealth Management's NZF Position: Q4 2024 in Review

Fairhaven Wealth Management held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q4 2024 at 21,431 shares worth $261K. The position accounts for 0.08% of the portfolio, ranked #93.

Fairhaven Wealth Management first reported a position in NZF in Q2 2022 and has held it in 10 quarters since. The position peaked at $281K in Q3 2024. 263 funds tracked by Wall St. Rank hold NZF as of Q4 2024.

  • Fairhaven Wealth Management held 21,431 shares of Nuveen Municipal Credit Income Fund worth $261K as of Q4 2024.
  • Fairhaven Wealth Management left its Nuveen Municipal Credit Income Fund share count unchanged in Q4 2024.
  • Nuveen Municipal Credit Income Fund made up 0.08% of Fairhaven Wealth Management's portfolio in Q4 2024, its #93 holding.
  • Fairhaven Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2022 and has held it in 10 quarters since.
  • Fairhaven Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $281K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.