Simon Quick Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Simon Quick 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
2025 Q2	–	Sell	-15,962	Closed	-$195K	–	556
2025 Q1	$195K	Buy	15,962 +587	+4%	+$7.29K	0.01%	573
2024 Q4	$187K	Buy	15,375 +750	+5%	+$9.52K	0.01%	459
2024 Q3	$192K	Buy	14,625 +881	+6%	+$11.2K	0.01%	408
2024 Q2	$170K	Sell	13,744 -6,912	-33%	-$83.1K	0.01%	369
2024 Q1	$253K	Buy	20,656 +2,510	+14%	+$29.9K	0.02%	339
2023 Q4	$214K	Buy	18,146 +1,000	+6%	+$11K	0.02%	303
2023 Q3	$179K	Buy	+17,146	New	+$194K	0.02%	312

Other funds holding NZF

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

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

HWAM

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simon Quick Advisors's NZF Position: Q2 2025 in Review

Simon Quick Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q2 2025, closing a stake of 15,962 shares — an estimated $195K sold.

Simon Quick Advisors first reported a position in NZF in Q3 2023 and held it in 7 quarters. The position peaked at $253K in Q1 2024. 243 funds tracked by Wall St. Rank hold NZF as of Q2 2025.

Simon Quick Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 15,962 Nuveen Municipal Credit Income Fund shares in Q2 2025, an estimated $195K.
Simon Quick Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q3 2023 and held it in 7 quarters.
Simon Quick Advisors's Nuveen Municipal Credit Income Fund position peaked at $253K in Q1 2024.
243 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.