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Fiduciary Financial Services of The Southwest’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Fiduciary Financial Services of The Southwest’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
2019
Q4 		$542K Buy
33,079
+3,135
+10% +$50.5K 0.14% 106
2019
Q3 		$486K Hold
29,944
– – 0.13% 115
2019
Q2 		$472K Hold
29,944
– – 0.13% 117
2019
Q1 		$451K Sell
29,944
-1,010
-3% -$14.5K 0.13% 114
2018
Q4 		$415K Buy
30,954
+613
+2% +$8.31K 0.13% 113
2018
Q3 		$437K Hold
30,341
– – 0.12% 119
2018
Q2 		$435K Hold
30,341
– – 0.13% 120
2018
Q1 		$429K Sell
30,341
-436
-1% -$6.29K 0.13% 119
2017
Q4 		$469K Buy
30,777
+2,873
+10% +$43.6K 0.14% 121
2017
Q3 		$424K Sell
27,904
-169
-0.6% -$2.57K 0.13% 121
2017
Q2 		$419K Buy
28,073
+6,169
+28% +$91.3K 0.13% 118
2017
Q1 		$315K Sell
21,904
-35
-0.2% -$499 0.1% 124
2016
Q4 		$310K Hold
21,939
– – 0.1% 126
2016
Q3 		$345K Hold
21,939
– – 0.11% 128
2016
Q2 		$349K Buy
21,939
+3,074
+16% +$47.5K 0.11% 128
2016
Q1 		$282K Buy
18,865
+2,710
+17% +$39.6K 0.1% 128
2015
Q4 		$232K Hold
16,155
– – 0.08% 135
2015
Q3 		$219K Sell
16,155
-1,350
-8% -$18.3K 0.08% 141
2015
Q2 		$234K Hold
17,505
– – 0.07% 151
2015
Q1 		$248K Hold
17,505
– – 0.07% 148
2014
Q4 		$241K Sell
17,505
-1,265
-7% -$17.4K 0.07% 148
2014
Q3 		$257K Sell
18,770
-950
-5% -$13.2K 0.07% 153
2014
Q2 		$270K Sell
19,720
-410
-2% -$5.49K 0.08% 149
2014
Q1 		$264K Hold
20,130
– – 0.08% 145
2013
Q4 		$249K Sell
20,130
-17,360
-46% -$214K 0.08% 145
2013
Q3 		$476K Sell
37,490
-3,250
-8% -$40.4K 0.16% 111
2013
Q2 		$540K Buy
+40,740
New +$579K 0.18% 107

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's NZF Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest increased its Nuveen Municipal Credit Income Fund (NZF) stake by 10% in Q4 2019, buying an estimated $50.5K and bringing the position to 33,079 shares worth $542K. The position accounts for 0.14% of the portfolio, ranked #106.

Fiduciary Financial Services of The Southwest first reported a position in NZF in Q2 2013 and has held it in 27 quarters since. 149 funds tracked by Wall St. Rank hold NZF as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 33,079 shares of Nuveen Municipal Credit Income Fund worth $542K as of Q4 2019.
  • Fiduciary Financial Services of The Southwest bought 3,135 Nuveen Municipal Credit Income Fund shares in Q4 2019, an estimated $50.5K.
  • Nuveen Municipal Credit Income Fund made up 0.14% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #106 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Nuveen Municipal Credit Income Fund in Q2 2013 and has held it in 27 quarters since.
  • 149 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.