Winch Advisory Services’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Winch Advisory Services’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	-158	Closed	-$1.95K	–	479
2024 Q2	$1.95K	Buy	158 +3	+2%	+$36	﹤0.01%	374
2024 Q1	$1.9K	Buy	155 +1	+0.6%	+$12	﹤0.01%	371
2023 Q4	$1.82K	Buy	154 +2	+1%	+$22	﹤0.01%	365
2023 Q3	$2K	Buy	152 +2	+1%	+$23	﹤0.01%	364
2023 Q2	$2K	Buy	150 +2	+1%	+$23	﹤0.01%	363
2023 Q1	$2K	Buy	148 +1	+0.7%	+$12	﹤0.01%	358
2022 Q4	$2K	Buy	+147	New	+$1.7K	﹤0.01%	337
2022 Q3	–	Sell	-143	Closed	-$2K	–	428
2022 Q2	$2K	Buy	143 +1	+0.7%	+$13	﹤0.01%	350
2022 Q1	$2K	Buy	142 +2	+1%	+$31	﹤0.01%	387
2021 Q4	$2K	Buy	140 +2	+1%	+$34	﹤0.01%	408
2021 Q3	$2K	Buy	138 +1	+0.7%	+$17	﹤0.01%	419
2021 Q2	$2K	Buy	137 +2	+1%	+$34	﹤0.01%	427
2021 Q1	$2K	Buy	135 +1	+0.7%	+$16	﹤0.01%	391
2020 Q4	$2K	Buy	134 +2	+2%	+$31	﹤0.01%	373
2020 Q3	$2K	Buy	132 +2	+2%	+$30	﹤0.01%	336
2020 Q2	$2K	Buy	130 +2	+2%	+$28	﹤0.01%	336
2020 Q1	$2K	Buy	128 +1	+0.8%	+$16	﹤0.01%	289
2019 Q4	$2K	Buy	127 +2	+2%	+$32	﹤0.01%	323
2019 Q3	$2K	Buy	125 +1	+0.8%	+$16	﹤0.01%	303
2019 Q2	$2K	Buy	124 +2	+2%	+$31	﹤0.01%	371
2019 Q1	$2K	Buy	122 +1	+0.8%	+$14	﹤0.01%	328
2018 Q4	$2K	Buy	+121	New	+$1.64K	﹤0.01%	301

Other funds holding NZF

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

RCM

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

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Winch Advisory Services's NZF Position: Q3 2024 in Review

Winch Advisory Services sold out of Nuveen Municipal Credit Income Fund (NZF) in Q3 2024, closing a stake of 158 shares — an estimated $1.95K sold.

Winch Advisory Services first reported a position in NZF in Q4 2018 and held it in 22 quarters. The position peaked at $2K in Q3 2023. 243 funds tracked by Wall St. Rank hold NZF as of Q3 2024.

Winch Advisory Services reported no remaining Nuveen Municipal Credit Income Fund position as of Q3 2024 after selling out during the quarter.
Winch Advisory Services sold 158 Nuveen Municipal Credit Income Fund shares in Q3 2024, an estimated $1.95K.
Winch Advisory Services first reported a position in Nuveen Municipal Credit Income Fund in Q4 2018 and held it in 22 quarters.
Winch Advisory Services's Nuveen Municipal Credit Income Fund position peaked at $2K in Q3 2023.
243 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q3 2024.

Based on Winch Advisory Services's 13F filing for Q3 2024, filed 21 Oct 2024.