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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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.