Wilbanks Smith & Thomas Asset Management’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2023 Q4	–	Sell	-20,000	Closed	-$194K	–	532
2023 Q3	$194K	Buy	20,000 +10,000	+100%	+$109K	0.01%	482
2023 Q2	$108K	Hold	10,000	–	–	﹤0.01%	505
2023 Q1	$114K	Hold	10,000	–	–	﹤0.01%	498
2022 Q4	$110K	Hold	10,000	–	–	﹤0.01%	489
2022 Q3	$107K	Hold	10,000	–	–	﹤0.01%	461
2022 Q2	$122K	Hold	10,000	–	–	0.01%	471
2022 Q1	$126K	Hold	10,000	–	–	0.01%	490
2021 Q4	$157K	Hold	10,000	–	–	0.01%	501
2021 Q3	$151K	Hold	10,000	–	–	0.01%	488
2021 Q2	$154K	Hold	10,000	–	–	0.01%	478
2021 Q1	$140K	Hold	10,000	–	–	0.01%	454
2020 Q4	$130K	Hold	10,000	–	–	0.01%	423
2020 Q3	$126K	Hold	10,000	–	–	0.01%	380
2020 Q2	$119K	Hold	10,000	–	–	0.01%	379
2020 Q1	$130K	Hold	10,000	–	–	0.01%	353
2019 Q4	$155K	Hold	10,000	–	–	0.01%	403
2019 Q3	$158K	Buy	+10,000	New	+$156K	0.01%	405

Other funds holding NMCO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NMCO Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q4 2023, closing a stake of 20,000 shares — an estimated $194K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NMCO in Q3 2019 and held it in 17 quarters. The position peaked at $194K in Q3 2023. 61 funds tracked by Wall St. Rank hold NMCO as of Q4 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 20,000 Nuveen Municipal Credit Opportunities Fund shares in Q4 2023, an estimated $194K.
Wilbanks Smith & Thomas Asset Management first reported a position in Nuveen Municipal Credit Opportunities Fund in Q3 2019 and held it in 17 quarters.
Wilbanks Smith & Thomas Asset Management's Nuveen Municipal Credit Opportunities Fund position peaked at $194K in Q3 2023.
61 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q4 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.