Transform Wealth
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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

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Mackay Shields LLC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Transform Wealth's NZF Position: Q4 2017 in Review

Transform Wealth sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2017, closing a stake of 13,257 shares — an estimated $202K sold.

Transform Wealth first reported a position in NZF in Q2 2016 and held it in 5 quarters. The position peaked at $433K in Q2 2016. 135 funds tracked by Wall St. Rank hold NZF as of Q4 2017.

  • Transform Wealth reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2017 after selling out during the quarter.
  • Transform Wealth sold 13,257 Nuveen Municipal Credit Income Fund shares in Q4 2017, an estimated $202K.
  • Transform Wealth first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and held it in 5 quarters.
  • Transform Wealth's Nuveen Municipal Credit Income Fund position peaked at $433K in Q2 2016.
  • 135 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2017.

Based on Transform Wealth's 13F filing for Q4 2017, filed 8 Feb 2018.