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Kingswood Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Kingswood Wealth Advisors’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
-10,000
Closed -$124K – 728
2024
Q2 		$124K Sell
10,000
-4,150
-29% -$49.9K 0.01% 641
2024
Q1 		$173K Buy
+14,150
New +$169K 0.02% 581

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Kingswood Wealth Advisors's NZF Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2024, closing a stake of 10,000 shares — an estimated $124K sold.

Kingswood Wealth Advisors first reported a position in NZF in Q1 2024 and held it in 2 quarters. The position peaked at $173K in Q1 2024. 243 funds tracked by Wall St. Rank hold NZF as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,000 Nuveen Municipal Credit Income Fund shares in Q3 2024, an estimated $124K.
  • Kingswood Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q1 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $173K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.