United Capital Financial Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

United Capital Financial 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
2023 Q4	–	Sell	-103,753	Closed	-$1.08M	–	1105
2023 Q3	$1.08M	Hold	103,753	–	–	0.01%	501
2023 Q2	$1.21M	Sell	103,753 -2,452	-2%	-$28.4K	0.01%	512
2023 Q1	$1.27M	Sell	106,205 -36,287	-25%	-$435K	0.01%	525
2022 Q4	$1.72M	Sell	142,492 -3,248	-2%	-$37.6K	0.01%	505
2022 Q3	$1.66M	Buy	145,740 +18,652	+15%	+$241K	0.01%	506
2022 Q2	$1.6M	Buy	+127,088	New	+$1.65M	0.01%	540
2020 Q2	–	Sell	-11,283	Closed	-$159K	–	1233
2020 Q1	$159K	Sell	11,283 -700	-6%	-$11K	﹤0.01%	1094
2019 Q4	$196K	Hold	11,983	–	–	﹤0.01%	1288
2019 Q3	$194K	Hold	11,983	–	–	﹤0.01%	1202
2019 Q2	$189K	Hold	11,983	–	–	﹤0.01%	1374
2019 Q1	$181K	Buy	11,983 +1,225	+11%	+$17.6K	﹤0.01%	1285
2018 Q4	$144K	Hold	10,758	–	–	﹤0.01%	1224
2018 Q3	$155K	Sell	10,758 -1,666	-13%	-$24.2K	﹤0.01%	1271
2018 Q2	$178K	Hold	12,424	–	–	﹤0.01%	1239
2018 Q1	$176K	Buy	+12,424	New	+$179K	﹤0.01%	1245
2017 Q3	–	Sell	-11,440	Closed	-$171K	–	1334
2017 Q2	$171K	Hold	11,440	–	–	﹤0.01%	1226
2017 Q1	$165K	Buy	+11,440	New	+$163K	﹤0.01%	1199

Other funds holding NZF

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

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

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

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

United Capital Financial Advisors's NZF Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q4 2023, closing a stake of 103,753 shares — an estimated $1.08M sold.

United Capital Financial Advisors first reported a position in NZF in Q1 2017 and held it in 17 quarters. The position peaked at $1.72M in Q4 2022. 250 funds tracked by Wall St. Rank hold NZF as of Q4 2023.

United Capital Financial Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q4 2023 after selling out during the quarter.
United Capital Financial Advisors sold 103,753 Nuveen Municipal Credit Income Fund shares in Q4 2023, an estimated $1.08M.
United Capital Financial Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q1 2017 and held it in 17 quarters.
United Capital Financial Advisors's Nuveen Municipal Credit Income Fund position peaked at $1.72M in Q4 2022.
250 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.