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Wintrust Investments’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Wintrust Investments’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
Q4 		$13K Sell
1,140
-40
-3% -$508 0.01% 409
2024
Q3 		$15K Sell
1,180
-11,010
-90% -$140K 0.01% 489
2024
Q2 		$151K Buy
12,190
+954
+8% +$11.5K 0.01% 458
2024
Q1 		$138K Sell
11,236
-995
-8% -$11.9K 0.01% 459
2023
Q4 		$145K Sell
12,231
-3,791
-24% -$41.6K 0.01% 439
2023
Q3 		$167K Buy
16,022
+1,600
+11% +$18.1K 0.02% 396
2023
Q2 		$168K Buy
+14,422
New +$167K 0.02% 417
2023
Q1 		– Sell
-13,311
Closed -$161K – 375
2022
Q4 		$161K Buy
+13,311
New +$154K 0.02% 358
2019
Q4 		– Sell
-13,050
Closed -$212K – 370
2019
Q3 		$212K Hold
13,050
– – 0.03% 339
2019
Q2 		$206K Sell
13,050
-2,000
-13% -$31K 0.03% 349
2019
Q1 		$227K Hold
15,050
– – 0.04% 315
2018
Q4 		$202K Sell
15,050
-7,349
-33% -$99.6K 0.04% 312
2018
Q3 		$323K Sell
22,399
-3,681
-14% -$53.5K 0.05% 278
2018
Q2 		$374K Buy
26,080
+5,487
+27% +$78.4K 0.07% 250
2018
Q1 		$291K Sell
20,593
-1,769
-8% -$25.5K 0.07% 201
2017
Q4 		$341K Sell
22,362
-1,200
-5% -$18.2K 0.08% 211
2017
Q3 		$358K Buy
23,562
+1,200
+5% +$18.3K 0.09% 198
2017
Q2 		$334K Sell
22,362
-1,731
-7% -$25.6K 0.09% 217
2017
Q1 		$347K Sell
24,093
-1,408
-6% -$20.1K 0.1% 206
2016
Q4 		$361K Buy
25,501
+6,203
+32% +$89.5K 0.15% 134
2016
Q3 		$304K Sell
19,298
-8,353
-30% -$133K 0.14% 136
2016
Q2 		$40K Buy
+27,651
New +$428K 0.08% 113

Other funds holding NZF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wintrust Investments's NZF Position: Q4 2024 in Review

Wintrust Investments reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 3.4% in Q4 2024, selling an estimated $508 and leaving 1,140 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #409.

Wintrust Investments first reported a position in NZF in Q2 2016 and has held it in 22 quarters since. The position peaked at $374K in Q2 2018. 263 funds tracked by Wall St. Rank hold NZF as of Q4 2024.

  • Wintrust Investments held 1,140 shares of Nuveen Municipal Credit Income Fund worth $13K as of Q4 2024.
  • Wintrust Investments sold 40 Nuveen Municipal Credit Income Fund shares in Q4 2024, an estimated $508.
  • Nuveen Municipal Credit Income Fund made up 0.01% of Wintrust Investments's portfolio in Q4 2024, its #409 holding.
  • Wintrust Investments first reported a position in Nuveen Municipal Credit Income Fund in Q2 2016 and has held it in 22 quarters since.
  • Wintrust Investments's Nuveen Municipal Credit Income Fund position peaked at $374K in Q2 2018.
  • 263 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.