MWM
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Modern Wealth Management’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Modern Wealth Management’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
2024
Q3 		– Sell
-45,000
Closed -$496K – 457
2024
Q2 		$496K Buy
+45,000
New +$475K 0.04% 225

Other funds holding NMCO

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 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
Wells Fargo
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
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Modern Wealth Management's NMCO Position: Q3 2024 in Review

Modern Wealth Management sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q3 2024, closing a stake of 45,000 shares — an estimated $496K sold.

Modern Wealth Management first reported a position in NMCO in Q2 2024 and held it in 1 quarter. The position peaked at $496K in Q2 2024. 54 funds tracked by Wall St. Rank hold NMCO as of Q3 2024.

  • Modern Wealth Management reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Modern Wealth Management sold 45,000 Nuveen Municipal Credit Opportunities Fund shares in Q3 2024, an estimated $496K.
  • Modern Wealth Management first reported a position in Nuveen Municipal Credit Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Modern Wealth Management's Nuveen Municipal Credit Opportunities Fund position peaked at $496K in Q2 2024.
  • 54 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q3 2024.

Based on Modern Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.