HNWAG
NZF icon

High Net Worth Advisory Group’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-2,018
Closed -$24.4K – 449
2022
Q4 		$24.4K Hold
2,018
– – 0.01% 412
2022
Q3 		$23K Hold
2,018
– – 0.01% 434
2022
Q2 		$25K Hold
2,018
– – 0.01% 414
2022
Q1 		$29K Hold
2,018
– – 0.01% 406
2021
Q4 		$35K Buy
+2,018
New +$34.1K 0.01% 387

Other funds holding NZF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

High Net Worth Advisory Group's NZF Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2023, closing a stake of 2,018 shares — an estimated $24.4K sold.

High Net Worth Advisory Group first reported a position in NZF in Q4 2021 and held it in 5 quarters. The position peaked at $35K in Q4 2021. 209 funds tracked by Wall St. Rank hold NZF as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 2,018 Nuveen Municipal Credit Income Fund shares in Q1 2023, an estimated $24.4K.
  • High Net Worth Advisory Group first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Nuveen Municipal Credit Income Fund position peaked at $35K in Q4 2021.
  • 209 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.