Mosaic Family Wealth’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Mosaic Family Wealth’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
2017 Q4	–	Sell	-1,404	Closed	-$21K	–	848
2017 Q3	$21K	Buy	1,404 +941	+203%	+$14.3K	0.01%	462
2017 Q2	$7K	Hold	463	–	–	﹤0.01%	537
2017 Q1	$7K	Hold	463	–	–	﹤0.01%	538
2016 Q4	$7K	Hold	463	–	–	﹤0.01%	521
2016 Q3	$7K	Hold	463	–	–	﹤0.01%	544
2016 Q2	$8K	Buy	+463	New	+$7.16K	﹤0.01%	551

Other funds holding NZF

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

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

MSL

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AAM

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mosaic Family Wealth's NZF Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2017, closing a stake of 1,404 shares — an estimated $21K sold.

Mosaic Family Wealth first reported a position in NZF in Q2 2016 and held it in 6 quarters. The position peaked at $21K in Q3 2017. 135 funds tracked by Wall St. Rank hold NZF as of Q4 2017.

Mosaic Family Wealth reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 1,404 Nuveen Municipal Credit Income Fund shares in Q4 2017, an estimated $21K.
Mosaic Family Wealth first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and held it in 6 quarters.
Mosaic Family Wealth's Nuveen Municipal Credit Income Fund position peaked at $21K in Q3 2017.
135 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.