Kavar Capital Partners Group’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-11,500	Closed	-$124K	–	158
2023 Q2	$124K	Hold	11,500	–	–	0.03%	146
2023 Q1	$131K	Buy	+11,500	New	+$133K	0.03%	157
2022 Q3	–	Sell	-20,500	Closed	-$251K	–	150
2022 Q2	$251K	Buy	+20,500	New	+$259K	0.06%	145
2022 Q1	–	Sell	-22,500	Closed	-$352K	–	167
2021 Q4	$352K	Hold	22,500	–	–	0.07%	133
2021 Q3	$340K	Buy	+22,500	New	+$353K	0.08%	141
2021 Q1	–	Sell	-24,000	Closed	-$311K	–	148
2020 Q4	$311K	Sell	24,000 -1,500	-6%	-$18.7K	0.09%	126
2020 Q3	$321K	Buy	+25,500	New	+$327K	0.11%	117

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Kavar Capital Partners Group's NMCO Position: Q3 2023 in Review

Kavar Capital Partners Group sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q3 2023, closing a stake of 11,500 shares — an estimated $124K sold.

Kavar Capital Partners Group first reported a position in NMCO in Q3 2020 and held it in 7 quarters. The position peaked at $352K in Q4 2021. 54 funds tracked by Wall St. Rank hold NMCO as of Q3 2023.

Kavar Capital Partners Group reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Kavar Capital Partners Group sold 11,500 Nuveen Municipal Credit Opportunities Fund shares in Q3 2023, an estimated $124K.
Kavar Capital Partners Group first reported a position in Nuveen Municipal Credit Opportunities Fund in Q3 2020 and held it in 7 quarters.
Kavar Capital Partners Group's Nuveen Municipal Credit Opportunities Fund position peaked at $352K in Q4 2021.
54 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q3 2023.

Based on Kavar Capital Partners Group's 13F filing for Q3 2023, filed 6 Nov 2023.