TW
NZF icon

Transform Wealth’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Transform Wealth’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
2017
Q4 		– Sell
-13,257
Closed -$202K – 250
2017
Q3 		$202K Buy
+13,257
New +$202K 0.07% 201
2017
Q2 		– Sell
-13,241
Closed -$191K – 124
2017
Q1 		$191K Buy
13,241
+164
+1% +$2.34K 0.07% 200
2016
Q4 		$185K Sell
13,077
-12,346
-49% -$178K 0.07% 201
2016
Q3 		$400K Sell
25,423
-1,804
-7% -$28.7K 0.17% 155
2016
Q2 		$433K Buy
+27,227
New +$421K 0.18% 150

Other funds holding NZF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return