First Foundation Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

First Foundation 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
2023 Q3	–	Sell	-10,123	Closed	-$118K	–	435
2023 Q2	$118K	Buy	10,123 +36	+0.4%	+$418	0.01%	400
2023 Q1	$121K	Buy	10,087 +38	+0.4%	+$455	0.01%	376
2022 Q4	$121K	Sell	10,049 -2,392	-19%	-$27.7K	0.01%	384
2022 Q3	$141K	Sell	12,441 -757	-6%	-$9.76K	0.01%	362
2022 Q2	$166K	Sell	13,198 -526	-4%	-$6.85K	0.01%	382
2022 Q1	$201K	Buy	13,724 +38	+0.3%	+$587	0.01%	405
2021 Q4	$234K	Buy	13,686 +36	+0.3%	+$609	0.01%	388
2021 Q3	$228K	Buy	13,650 +35	+0.3%	+$606	0.01%	396
2021 Q2	$234K	Buy	13,615 +36	+0.3%	+$603	0.01%	400
2021 Q1	$219K	Buy	13,579 +36	+0.3%	+$580	0.01%	379
2020 Q4	$218K	Buy	13,543 +38	+0.3%	+$581	0.01%	376
2020 Q3	$198K	Sell	13,505 -798	-6%	-$12K	0.01%	351
2020 Q2	$211K	Sell	14,303 -3,501	-20%	-$49K	0.01%	327
2020 Q1	$251K	Sell	17,804 -220	-1%	-$3.46K	0.02%	295
2019 Q4	$295K	Hold	18,024	–	–	0.01%	291
2019 Q3	$293K	Sell	18,024 -750	-4%	-$12.1K	0.02%	290
2019 Q2	$296K	Sell	18,774 -5,065	-21%	-$78.6K	0.02%	279
2019 Q1	$359K	Sell	23,839 -13,684	-36%	-$197K	0.02%	246
2018 Q4	$504K	Sell	37,523 -20,518	-35%	-$278K	0.03%	258
2018 Q3	$836K	Buy	58,041 +12	+0%	+$174	0.05%	195
2018 Q2	$832K	Hold	58,029	–	–	0.05%	183
2018 Q1	$821K	Sell	58,029 -4,930	-8%	-$71.1K	0.05%	174
2017 Q4	$959K	Buy	62,959 +6,152	+11%	+$93.4K	0.05%	178
2017 Q3	$864K	Sell	56,807 -248,291	-81%	-$3.78M	0.05%	154
2017 Q2	$4.55M	Sell	305,098 -826	-0.3%	-$12.2K	0.27%	59
2017 Q1	$4.4M	Buy	305,924 +96,318	+46%	+$1.37M	0.27%	66
2016 Q4	$2.96M	Sell	209,606 -110,868	-35%	-$1.6M	0.19%	88
2016 Q3	$5.04M	Buy	320,474 +42,437	+15%	+$674K	0.35%	56
2016 Q2	$4.43M	Buy	278,037 +240,218	+635%	+$3.71M	0.32%	62
2016 Q1	$566K	Buy	+37,819	New	+$552K	0.04%	165

Other funds holding NZF

KIM

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

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

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

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

First Foundation Advisors's NZF Position: Q3 2023 in Review

First Foundation Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2023, closing a stake of 10,123 shares — an estimated $118K sold.

First Foundation Advisors first reported a position in NZF in Q1 2016 and held it in 30 quarters. The position peaked at $5.04M in Q3 2016. 240 funds tracked by Wall St. Rank hold NZF as of Q3 2023.

First Foundation Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2023 after selling out during the quarter.
First Foundation Advisors sold 10,123 Nuveen Municipal Credit Income Fund shares in Q3 2023, an estimated $118K.
First Foundation Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q1 2016 and held it in 30 quarters.
First Foundation Advisors's Nuveen Municipal Credit Income Fund position peaked at $5.04M in Q3 2016.
240 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2023.

Based on First Foundation Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.