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Whittier Trust’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Whittier Trust’s Portfolio NMCO Stock Details NMCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,000
Closed -$180K – 1569
2024
Q1 		$180K Buy
+17,000
New +$175K ﹤0.01% 668

Other funds holding NMCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $255M AUM 20.81% 1-Year Est. Return

Whittier Trust's NMCO Position: Q2 2024 in Review

Whittier Trust sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q2 2024, closing a stake of 17,000 shares — an estimated $180K sold.

Whittier Trust first reported a position in NMCO in Q1 2024 and held it in 1 quarter. The position peaked at $180K in Q1 2024. 59 funds tracked by Wall St. Rank hold NMCO as of Q2 2024.

  • Whittier Trust reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 17,000 Nuveen Municipal Credit Opportunities Fund shares in Q2 2024, an estimated $180K.
  • Whittier Trust first reported a position in Nuveen Municipal Credit Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Whittier Trust's Nuveen Municipal Credit Opportunities Fund position peaked at $180K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.