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Stokes Family Office’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Stokes Family Office’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
Q1 		– Sell
-40,306
Closed -$487K – 315
2022
Q4 		$487K Sell
40,306
-665
-2% -$7.7K 0.06% 166
2022
Q3 		$466K Sell
40,971
-169
-0.4% -$2.18K 0.07% 161
2022
Q2 		$517K Buy
41,140
+78
+0.2% +$1.02K 0.07% 159
2022
Q1 		$600K Sell
41,062
-151
-0.4% -$2.33K 0.08% 151
2021
Q4 		$705K Buy
41,213
+90
+0.2% +$1.52K 0.09% 128
2021
Q3 		$688K Buy
41,123
+64
+0.2% +$1.11K 0.1% 118
2021
Q2 		$707K Buy
41,059
+67
+0.2% +$1.12K 0.1% 116
2021
Q1 		$662K Buy
40,992
+45
+0.1% +$725 0.1% 115
2020
Q4 		$660K Buy
40,947
+94
+0.2% +$1.44K 0.13% 102
2020
Q3 		$600K Sell
40,853
-597
-1% -$8.96K 0.14% 99
2020
Q2 		$612K Buy
41,450
+72
+0.2% +$1.01K 0.15% 96
2020
Q1 		$582K Buy
41,378
+39
+0.1% +$613 0.16% 87
2019
Q4 		$677K Buy
+41,339
New +$666K 0.15% 87

Other funds holding NZF

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KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Stokes Family Office's NZF Position: Q1 2023 in Review

Stokes Family Office sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2023, closing a stake of 40,306 shares — an estimated $487K sold.

Stokes Family Office first reported a position in NZF in Q4 2019 and held it in 13 quarters. The position peaked at $707K in Q2 2021. 209 funds tracked by Wall St. Rank hold NZF as of Q1 2023.

  • Stokes Family Office reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2023 after selling out during the quarter.
  • Stokes Family Office sold 40,306 Nuveen Municipal Credit Income Fund shares in Q1 2023, an estimated $487K.
  • Stokes Family Office first reported a position in Nuveen Municipal Credit Income Fund in Q4 2019 and held it in 13 quarters.
  • Stokes Family Office's Nuveen Municipal Credit Income Fund position peaked at $707K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2023.

Based on Stokes Family Office's 13F filing for Q1 2023, filed 8 May 2023.