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

Wellspring 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
2024 Q3	–	Sell	-14,097	Closed	-$174K	–	176
2024 Q2	$174K	Hold	14,097	–	–	0.02%	143
2024 Q1	$173K	Hold	14,097	–	–	0.03%	132
2023 Q4	$167K	Sell	14,097 -18,670	-57%	-$205K	0.04%	128
2023 Q3	$342K	Hold	32,767	–	–	0.1%	78
2023 Q2	$382K	Buy	32,767 +21,656	+195%	+$251K	0.11%	69
2023 Q1	$133K	Hold	11,111	–	–	0.04%	119
2022 Q4	$134K	Buy	+11,111	New	+$129K	0.04%	121

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MSL

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RCM

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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

Wellspring Financial Advisors's NZF Position: Q3 2024 in Review

Wellspring Financial Advisors sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2024, closing a stake of 14,097 shares — an estimated $174K sold.

Wellspring Financial Advisors first reported a position in NZF in Q4 2022 and held it in 7 quarters. The position peaked at $382K in Q2 2023. 243 funds tracked by Wall St. Rank hold NZF as of Q3 2024.

Wellspring Financial Advisors reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
Wellspring Financial Advisors sold 14,097 Nuveen Municipal Credit Income Fund shares in Q3 2024, an estimated $174K.
Wellspring Financial Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2022 and held it in 7 quarters.
Wellspring Financial Advisors's Nuveen Municipal Credit Income Fund position peaked at $382K in Q2 2023.
243 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2024.

Based on Wellspring Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.