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Journey Strategic Wealth’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Journey Strategic Wealth’s Portfolio NMCO Stock Details NMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,000
Closed -$107K – 255
2023
Q3 		$107K Hold
11,000
– – 0.01% 192
2023
Q2 		$119K Hold
11,000
– – 0.01% 185
2023
Q1 		$126K Hold
11,000
– – 0.01% 242
2022
Q4 		$121K Buy
+11,000
New +$123K 0.01% 232

Other funds holding NMCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Journey Strategic Wealth's NMCO Position: Q4 2023 in Review

Journey Strategic Wealth sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q4 2023, closing a stake of 11,000 shares — an estimated $107K sold.

Journey Strategic Wealth first reported a position in NMCO in Q4 2022 and held it in 4 quarters. The position peaked at $126K in Q1 2023. 61 funds tracked by Wall St. Rank hold NMCO as of Q4 2023.

  • Journey Strategic Wealth reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Journey Strategic Wealth sold 11,000 Nuveen Municipal Credit Opportunities Fund shares in Q4 2023, an estimated $107K.
  • Journey Strategic Wealth first reported a position in Nuveen Municipal Credit Opportunities Fund in Q4 2022 and held it in 4 quarters.
  • Journey Strategic Wealth's Nuveen Municipal Credit Opportunities Fund position peaked at $126K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q4 2023.

Based on Journey Strategic Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.