TRUE Private Wealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

TRUE Private 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 Q3	–	Sell	-10,100	Closed	-$125K	–	262
2024 Q2	$125K	Hold	10,100	–	–	0.01%	272
2024 Q1	$124K	Hold	10,100	–	–	0.01%	277
2023 Q4	$119K	Hold	10,100	–	–	0.02%	284
2023 Q3	$105K	Hold	10,100	–	–	0.01%	255
2023 Q2	$118K	Buy	+10,100	New	+$117K	0.02%	234

Other funds holding NZF

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

MSL

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

TRUE Private Wealth Advisors's NZF Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2024, closing a stake of 10,100 shares — an estimated $125K sold.

TRUE Private Wealth Advisors first reported a position in NZF in Q2 2023 and held it in 5 quarters. The position peaked at $125K in Q2 2024. 243 funds tracked by Wall St. Rank hold NZF as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 10,100 Nuveen Municipal Credit Income Fund shares in Q3 2024, an estimated $125K.
TRUE Private Wealth Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q2 2023 and held it in 5 quarters.
TRUE Private Wealth Advisors's Nuveen Municipal Credit Income Fund position peaked at $125K in Q2 2024.
243 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.