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UMB Bank’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

UMB Bank’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
Q4 		– Sell
-1,826
Closed -$23.9K – 2149
2024
Q3 		$23.9K Hold
1,826
– – ﹤0.01% 1145
2024
Q2 		$22.6K Sell
1,826
-1,015
-36% -$12.2K ﹤0.01% 1026
2024
Q1 		$34.8K Sell
2,841
-850
-23% -$10.1K ﹤0.01% 905
2023
Q4 		$43.6K Buy
3,691
+264
+8% +$2.9K ﹤0.01% 866
2023
Q3 		$35.7K Hold
3,427
– – ﹤0.01% 915
2023
Q2 		$40K Hold
3,427
– – ﹤0.01% 898
2023
Q1 		$41K Hold
3,427
– – ﹤0.01% 892
2022
Q4 		$41K Buy
3,427
+1,502
+78% +$17.4K ﹤0.01% 900
2022
Q3 		$22K Hold
1,925
– – ﹤0.01% 1083
2022
Q2 		$24K Hold
1,925
– – ﹤0.01% 1116
2022
Q1 		$28K Buy
1,925
+1,289
+203% +$19.9K ﹤0.01% 1134
2021
Q4 		$11K Buy
+636
New +$10.8K ﹤0.01% 1431

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MSL
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UMB Bank's NZF Position: Q4 2024 in Review

UMB Bank sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2024, closing a stake of 1,826 shares — an estimated $23.9K sold.

UMB Bank first reported a position in NZF in Q4 2021 and held it in 12 quarters. The position peaked at $43.6K in Q4 2023. 262 funds tracked by Wall St. Rank hold NZF as of Q4 2024.

  • UMB Bank reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2024 after selling out during the quarter.
  • UMB Bank sold 1,826 Nuveen Municipal Credit Income Fund shares in Q4 2024, an estimated $23.9K.
  • UMB Bank first reported a position in Nuveen Municipal Credit Income Fund in Q4 2021 and held it in 12 quarters.
  • UMB Bank's Nuveen Municipal Credit Income Fund position peaked at $43.6K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.