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Summit Financial Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Summit Financial Wealth 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
-17,725
Closed -$210K – 141
2023
Q4 		$210K Hold
17,725
– – 0.05% 119
2023
Q3 		$192K Sell
17,725
-11,582
-40% -$131K 0.05% 115
2023
Q2 		$342K Sell
29,307
-371
-1% -$4.3K 0.08% 93
2023
Q1 		$355K Hold
29,678
– – 0.08% 97
2022
Q4 		$359K Sell
29,678
-3,500
-11% -$40.5K 0.09% 98
2022
Q3 		$356K Sell
33,178
-23,234
-41% -$300K 0.1% 85
2022
Q2 		$729K Sell
56,412
-12,481
-18% -$163K 0.17% 64
2022
Q1 		$1.01M Sell
68,893
-4,000
-5% -$61.8K 0.2% 53
2021
Q4 		$1.24M Sell
72,893
-1,704
-2% -$28.8K 0.24% 48
2021
Q3 		$1.25M Hold
74,597
– – 0.28% 47
2021
Q2 		$1.28M Buy
74,597
+17,500
+31% +$293K 0.29% 46
2021
Q1 		$920K Hold
57,097
– – 0.23% 50
2020
Q4 		$839K Sell
57,097
-5,596
-9% -$85.6K 0.23% 51
2020
Q3 		$928K Buy
62,693
+5,000
+9% +$75.1K 0.25% 48
2020
Q2 		$869K Buy
57,693
+2,645
+5% +$37K 0.23% 52
2020
Q1 		$727K Buy
55,048
+8,000
+17% +$126K 0.23% 56
2019
Q4 		$770K Sell
47,048
-7,064
-13% -$114K 0.19% 67
2019
Q3 		$873K Buy
54,112
+3,644
+7% +$58.7K 0.21% 69
2019
Q2 		$795K Buy
50,468
+8,151
+19% +$126K 0.19% 81
2019
Q1 		$643K Hold
42,317
– – 0.17% 77
2018
Q4 		$568K Hold
42,317
– – 0.18% 76
2018
Q3 		$580K Sell
42,317
-26,820
-39% -$390K 0.17% 78
2018
Q2 		$978K Hold
69,137
– – 0.33% 63
2018
Q1 		$978K Hold
69,137
– – 0.32% 64
2017
Q4 		$1.05M Hold
69,137
– – 0.36% 65
2017
Q3 		$1.05M Sell
69,137
-1,387
-2% -$21.1K 0.38% 62
2017
Q2 		$1.05M Buy
70,524
+918
+1% +$13.6K 0.42% 63
2017
Q1 		$1M Buy
69,606
+5,819
+9% +$83K 0.44% 59
2016
Q4 		$902K Buy
63,787
+12,337
+24% +$178K 0.4% 64
2016
Q3 		$810K Sell
51,450
-776
-1% -$12.3K 0.35% 66
2016
Q2 		$831K Buy
+52,226
New +$807K 0.35% 68

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Summit Financial Wealth Advisors's NZF Position: Q1 2024 in Review

Summit Financial Wealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2024, closing a stake of 17,725 shares — an estimated $210K sold.

Summit Financial Wealth Advisors first reported a position in NZF in Q2 2016 and held it in 31 quarters. The position peaked at $1.28M in Q2 2021. 246 funds tracked by Wall St. Rank hold NZF as of Q1 2024.

  • Summit Financial Wealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 17,725 Nuveen Municipal Credit Income Fund shares in Q1 2024, an estimated $210K.
  • Summit Financial Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and held it in 31 quarters.
  • Summit Financial Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $1.28M in Q2 2021.
  • 246 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2024.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2024, filed 2 May 2024.