Sea Otter Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Sea Otter Advisors’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
2024 Q1	–	Sell	-25,000	Closed	-$296K	–	142
2023 Q4	$296K	Hold	25,000	–	–	0.2%	65
2023 Q3	$261K	Sell	25,000 -72,000	-74%	-$815K	0.15%	82
2023 Q2	$1.13M	Sell	97,000 -86,007	-47%	-$998K	0.63%	37
2023 Q1	$2.19M	Buy	+183,007	New	+$2.19M	1.12%	24

Other funds holding NZF

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

Sea Otter Advisors's NZF Position: Q1 2024 in Review

Sea Otter Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2024, closing a stake of 25,000 shares — an estimated $296K sold.

Sea Otter Advisors first reported a position in NZF in Q1 2023 and held it in 4 quarters. The position peaked at $2.19M in Q1 2023. 246 funds tracked by Wall St. Rank hold NZF as of Q1 2024.

Sea Otter Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
Sea Otter Advisors sold 25,000 Nuveen Municipal Credit Income Fund shares in Q1 2024, an estimated $296K.
Sea Otter Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q1 2023 and held it in 4 quarters.
Sea Otter Advisors's Nuveen Municipal Credit Income Fund position peaked at $2.19M in Q1 2023.
246 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.