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IHT Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

IHT Wealth 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
2021
Q3 		– Sell
-39,512
Closed -$680K – 926
2021
Q2 		$680K Sell
39,512
-8,278
-17% -$139K 0.04% 423
2021
Q1 		$772K Hold
47,790
– – 0.06% 334
2020
Q4 		$770K Buy
47,790
+1,000
+2% +$15.3K 0.06% 293
2020
Q3 		$687K Buy
+46,790
New +$703K 0.07% 266
2020
Q2 		– Sell
-46,790
Closed -$658K – 619
2020
Q1 		$658K Sell
46,790
-593
-1% -$9.31K 0.09% 226
2019
Q4 		$776K Buy
47,383
+10
+0% +$161 0.09% 254
2019
Q3 		$769K Buy
47,373
+7
+0% +$113 0.1% 230
2019
Q2 		$746K Buy
47,366
+576
+1% +$8.94K 0.11% 215
2019
Q1 		$705K Hold
46,790
– – 0.12% 205
2018
Q4 		$628K Buy
+46,790
New +$634K 0.12% 202
2018
Q2 		– Sell
-1,460
Closed -$21K – 1047
2018
Q1 		$21K Hold
1,460
– – 0.01% 959
2017
Q4 		$22K Hold
1,460
– – 0.01% 963
2017
Q3 		$22K Hold
1,460
– – 0.01% 749
2017
Q2 		$38 Buy
1,460
+469
+47% +$6.94K 0.02% 586
2017
Q1 		$14K Hold
991
– – 0.01% 739
2016
Q4 		$14K Buy
+991
New +$14.3K 0.01% 733

Other funds holding NZF

UBS Group
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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

IHT Wealth Management's NZF Position: Q3 2021 in Review

IHT Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2021, closing a stake of 39,512 shares — an estimated $680K sold.

IHT Wealth Management first reported a position in NZF in Q4 2016 and held it in 16 quarters. The position peaked at $776K in Q4 2019. 162 funds tracked by Wall St. Rank hold NZF as of Q3 2021.

  • IHT Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 39,512 Nuveen Municipal Credit Income Fund shares in Q3 2021, an estimated $680K.
  • IHT Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q4 2016 and held it in 16 quarters.
  • IHT Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $776K in Q4 2019.
  • 162 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.