Spire Wealth Management’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Spire Wealth Management’s Portfolio NMCO Stock Details NMCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-835	Closed	-$9K	–	2370
2022 Q3	$9K	Hold	835	–	–	﹤0.01%	1601
2022 Q2	$10K	Hold	835	–	–	﹤0.01%	1921
2022 Q1	$11K	Hold	835	–	–	﹤0.01%	2002
2021 Q4	$13K	Hold	835	–	–	﹤0.01%	2283
2021 Q3	$13K	Hold	835	–	–	﹤0.01%	2009
2021 Q2	$13K	Hold	835	–	–	﹤0.01%	2031
2021 Q1	$12K	Buy	+835	New	+$11.6K	﹤0.01%	2354

Other funds holding NMCO

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

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

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

KIG

Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Spire Wealth Management's NMCO Position: Q4 2022 in Review

Spire Wealth Management sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q4 2022, closing a stake of 835 shares — an estimated $9K sold.

Spire Wealth Management first reported a position in NMCO in Q1 2021 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 52 funds tracked by Wall St. Rank hold NMCO as of Q4 2022.

Spire Wealth Management reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 835 Nuveen Municipal Credit Opportunities Fund shares in Q4 2022, an estimated $9K.
Spire Wealth Management first reported a position in Nuveen Municipal Credit Opportunities Fund in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Nuveen Municipal Credit Opportunities Fund position peaked at $13K in Q4 2021.
52 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.