Laird Norton Wetherby Wealth Management’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Laird Norton Wetherby 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
2023 Q4	–	Sell	-15,330	Closed	-$160K	–	966
2023 Q3	$160K	Sell	15,330 -982	-6%	-$11.1K	0.01%	834
2023 Q2	$190K	Buy	16,312 +964	+6%	+$11.2K	0.01%	864
2023 Q1	$183K	Sell	15,348 -45	-0.3%	-$539	0.01%	841
2022 Q4	$186K	Buy	+15,393	New	+$178K	0.01%	808
2016 Q3	–	Sell	-10,133	Closed	-$161K	–	530
2016 Q2	$161K	Buy	+10,133	New	+$157K	0.04%	481

Other funds holding NZF

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Bank of America

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

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return