Next Financial Group’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Next Financial Group’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
2021 Q4	$13K	Hold	750	–	–	﹤0.01%	2082
2021 Q3	$13K	Hold	750	–	–	﹤0.01%	1962
2021 Q2	$13K	Hold	750	–	–	﹤0.01%	1900
2021 Q1	$12K	Hold	750	–	–	﹤0.01%	1836
2020 Q4	$12K	Hold	750	–	–	﹤0.01%	1724
2020 Q3	$11K	Buy	+750	New	+$11.3K	﹤0.01%	1605
2020 Q2	–	Sell	-750	Closed	-$11K	–	1468
2020 Q1	$11K	Hold	750	–	–	﹤0.01%	1503
2019 Q4	$12K	Hold	750	–	–	﹤0.01%	1712
2019 Q3	$12K	Hold	750	–	–	﹤0.01%	1646
2019 Q2	$12K	Buy	+750	New	+$11.6K	﹤0.01%	1629
2017 Q1	–	Sell	-6,980	Closed	-$99K	–	2161
2016 Q4	$99K	Buy	6,980 +1,401	+25%	+$20.2K	0.02%	683
2016 Q3	$88K	Buy	5,579 +3,533	+173%	+$56.1K	0.02%	722
2016 Q2	$32K	Buy	2,046 +1,000	+96%	+$15.5K	0.01%	784
2016 Q1	$15K	Hold	1,046	–	–	0.01%	1035
2015 Q4	$15K	Hold	1,046	–	–	0.01%	1038
2015 Q3	$14K	Buy	+1,046	New	+$14.1K	0.01%	1084

Other funds holding NZF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's NZF Position: Q4 2021 in Review

Next Financial Group held its Nuveen Municipal Credit Income Fund (NZF) position steady in Q4 2021 at 750 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Next Financial Group first reported a position in NZF in Q3 2015 and has held it in 16 quarters since. The position peaked at $99K in Q4 2016. 177 funds tracked by Wall St. Rank hold NZF as of Q4 2021.

Next Financial Group held 750 shares of Nuveen Municipal Credit Income Fund worth $13K as of Q4 2021.
Next Financial Group left its Nuveen Municipal Credit Income Fund share count unchanged in Q4 2021.
Nuveen Municipal Credit Income Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2082 holding.
Next Financial Group first reported a position in Nuveen Municipal Credit Income Fund in Q3 2015 and has held it in 16 quarters since.
Next Financial Group's Nuveen Municipal Credit Income Fund position peaked at $99K in Q4 2016.
177 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.