Freestone Capital Holdings’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Freestone Capital Holdings’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 Q3	–	Sell	-150,000	Closed	-$1.85M	–	484
2024 Q2	$1.85M	Sell	150,000 -100,000	-40%	-$1.2M	0.07%	168
2024 Q1	$3.06M	Buy	250,000 +50,000	+25%	+$596K	0.11%	129
2023 Q4	$2.36M	Buy	+200,000	New	+$2.2M	0.11%	146
2021 Q1	–	Sell	-4,449	Closed	-$71.7K	–	877
2020 Q4	$71.7K	Hold	4,449	–	–	﹤0.01%	493
2020 Q3	$65.4K	Buy	+4,449	New	+$66.8K	﹤0.01%	448

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MSL

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RCM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Freestone Capital Holdings's NZF Position: Q3 2024 in Review

Freestone Capital Holdings sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2024, closing a stake of 150,000 shares — an estimated $1.85M sold.

Freestone Capital Holdings first reported a position in NZF in Q3 2020 and held it in 5 quarters. The position peaked at $3.06M in Q1 2024. 243 funds tracked by Wall St. Rank hold NZF as of Q3 2024.

Freestone Capital Holdings reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
Freestone Capital Holdings sold 150,000 Nuveen Municipal Credit Income Fund shares in Q3 2024, an estimated $1.85M.
Freestone Capital Holdings first reported a position in Nuveen Municipal Credit Income Fund in Q3 2020 and held it in 5 quarters.
Freestone Capital Holdings's Nuveen Municipal Credit Income Fund position peaked at $3.06M in Q1 2024.
243 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2024.

Based on Freestone Capital Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.