FAIM
NZF icon

Financial Advocates Investment Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-21,869
Closed -$261K – 755
2023
Q1 		$261K Buy
21,869
+1,981
+10% +$23.7K 0.02% 596
2022
Q4 		$240K Sell
19,888
-26,384
-57% -$305K 0.02% 621
2022
Q3 		$526K Buy
46,272
+25,279
+120% +$326K 0.04% 405
2022
Q2 		$264K Buy
20,993
+1,983
+10% +$25.8K 0.02% 542
2022
Q1 		$278K Sell
19,010
-4,073
-18% -$62.9K 0.02% 597
2021
Q4 		$395K Buy
23,083
+248
+1% +$4.2K 0.02% 549
2021
Q3 		$382K Buy
22,835
+4,467
+24% +$77.3K 0.03% 548
2021
Q2 		$316K Buy
18,368
+179
+1% +$3K 0.02% 604
2021
Q1 		$294K Buy
18,189
+33
+0.2% +$531 0.02% 612
2020
Q4 		$293K Buy
18,156
+257
+1% +$3.93K 0.02% 572
2020
Q3 		$263K Buy
17,899
+20
+0.1% +$300 0.02% 505
2020
Q2 		$264K Buy
+17,879
New +$250K 0.03% 491

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Financial Advocates Investment Management's NZF Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2023, closing a stake of 21,869 shares — an estimated $261K sold.

Financial Advocates Investment Management first reported a position in NZF in Q2 2020 and held it in 12 quarters. The position peaked at $526K in Q3 2022. 242 funds tracked by Wall St. Rank hold NZF as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 21,869 Nuveen Municipal Credit Income Fund shares in Q2 2023, an estimated $261K.
  • Financial Advocates Investment Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2020 and held it in 12 quarters.
  • Financial Advocates Investment Management's Nuveen Municipal Credit Income Fund position peaked at $526K in Q3 2022.
  • 242 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.