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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's NZF Position: Q4 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2023, closing a stake of 15,330 shares — an estimated $160K sold.

Laird Norton Wetherby Wealth Management first reported a position in NZF in Q2 2016 and held it in 5 quarters. The position peaked at $190K in Q2 2023. 250 funds tracked by Wall St. Rank hold NZF as of Q4 2023.

Laird Norton Wetherby Wealth Management reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 15,330 Nuveen Municipal Credit Income Fund shares in Q4 2023, an estimated $160K.
Laird Norton Wetherby Wealth Management first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Nuveen Municipal Credit Income Fund position peaked at $190K in Q2 2023.
250 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.