PFGIA
NZF icon

Patriot Financial Group Insurance Agency’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-4,037
Closed -$51K – 1436
2022
Q2 		$51K Buy
4,037
+13
+0.3% +$169 0.01% 725
2022
Q1 		$59K Sell
4,024
-92
-2% -$1.42K 0.01% 732
2021
Q4 		$70K Buy
4,116
+16
+0.4% +$271 0.01% 752
2021
Q3 		$69K Buy
4,100
+11
+0.3% +$190 0.01% 755
2021
Q2 		$70K Buy
4,089
+11
+0.3% +$184 0.01% 729
2021
Q1 		$66K Buy
4,078
+8
+0.2% +$129 0.02% 680
2020
Q4 		$66K Buy
4,070
+263
+7% +$4.02K 0.02% 607
2020
Q3 		$56K Buy
3,807
+9
+0.2% +$135 0.02% 516
2020
Q2 		$56K Sell
3,798
-991
-21% -$13.9K 0.02% 487
2020
Q1 		$67K Buy
4,789
+7
+0.1% +$110 0.03% 396
2019
Q4 		$78K Buy
4,782
+408
+9% +$6.58K 0.03% 390
2019
Q3 		$71K Buy
4,374
+5
+0.1% +$81 0.03% 374
2019
Q2 		$69K Buy
4,369
+11
+0.3% +$171 0.03% 386
2019
Q1 		$66K Buy
4,358
+509
+13% +$7.33K 0.03% 345
2018
Q4 		$52K Buy
3,849
+3,009
+358% +$40.8K 0.03% 316
2018
Q3 		$12K Buy
840
+235
+39% +$3.42K 0.01% 597
2018
Q2 		$9K Buy
605
+5
+0.8% +$71 0.01% 414
2018
Q1 		$9K Hold
600
– – 0.01% 614
2017
Q4 		$9K Hold
600
– – 0.01% 609
2017
Q3 		$9K Hold
600
– – 0.01% 576
2017
Q2 		$9K Hold
600
– – 0.01% 550
2017
Q1 		$9K Hold
600
– – 0.01% 510
2016
Q4 		$9K Buy
+600
New +$8.65K 0.01% 485

Other funds holding NZF

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Patriot Financial Group Insurance Agency's NZF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2022, closing a stake of 4,037 shares — an estimated $51K sold.

Patriot Financial Group Insurance Agency first reported a position in NZF in Q4 2016 and held it in 23 quarters. The position peaked at $78K in Q4 2019. 195 funds tracked by Wall St. Rank hold NZF as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,037 Nuveen Municipal Credit Income Fund shares in Q3 2022, an estimated $51K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Municipal Credit Income Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen Municipal Credit Income Fund position peaked at $78K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.