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Savant Capital’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Savant Capital’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
-99,337
Closed -$1.04M – 864
2023
Q3 		$1.04M Buy
99,337
+8
+0% +$91 0.02% 379
2023
Q2 		$1.16M Buy
99,329
+430
+0.4% +$4.99K 0.02% 351
2023
Q1 		$1.18M Buy
98,899
+349
+0.4% +$4.18K 0.02% 300
2022
Q4 		$1.19M Buy
98,550
+10
+0% +$116 0.03% 239
2022
Q3 		$1.12M Buy
98,540
+9
+0% +$116 0.03% 222
2022
Q2 		$1.24M Buy
98,531
+9
+0% +$117 0.04% 204
2022
Q1 		$1.44M Buy
98,522
+8
+0% +$124 0.05% 196
2021
Q4 		$1.69M Buy
98,514
+8
+0% +$135 0.05% 180
2021
Q3 		$1.65M Buy
98,506
+7
+0% +$121 0.06% 164
2021
Q2 		$1.7M Buy
98,499
+8
+0% +$134 0.07% 151
2021
Q1 		$1.59M Buy
98,491
+7
+0% +$113 0.09% 143
2020
Q4 		$1.59M Buy
98,484
+8
+0% +$122 0.09% 139
2020
Q3 		$1.45M Sell
98,476
-667
-0.7% -$10K 0.1% 136
2020
Q2 		$1.46M Buy
99,143
+684
+0.7% +$9.57K 0.11% 131
2020
Q1 		$1.39M Buy
+98,459
New +$1.55M 0.13% 130

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
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
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
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

Savant Capital's NZF Position: Q4 2023 in Review

Savant Capital sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2023, closing a stake of 99,337 shares — an estimated $1.04M sold.

Savant Capital first reported a position in NZF in Q1 2020 and held it in 15 quarters. The position peaked at $1.7M in Q2 2021. 250 funds tracked by Wall St. Rank hold NZF as of Q4 2023.

  • Savant Capital reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
  • Savant Capital sold 99,337 Nuveen Municipal Credit Income Fund shares in Q4 2023, an estimated $1.04M.
  • Savant Capital first reported a position in Nuveen Municipal Credit Income Fund in Q1 2020 and held it in 15 quarters.
  • Savant Capital's Nuveen Municipal Credit Income Fund position peaked at $1.7M in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2023.

Based on Savant Capital's 13F filing for Q4 2023, filed 5 Feb 2024.