XML Financial’s Nuveen Municipal Credit Opportunities Fund NMCO Stock Holding History

XML Financial’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 Q1	–	Sell	-13,750	Closed	-$137K	–	346
2023 Q4	$137K	Sell	13,750 -26,000	-65%	-$250K	0.01%	319
2023 Q3	$385K	Hold	39,750	–	–	0.05%	226
2023 Q2	$430K	Buy	39,750 +1,000	+3%	+$11.1K	0.05%	233
2023 Q1	$442K	Hold	38,750	–	–	0.05%	219
2022 Q4	$426K	Sell	38,750 -13,100	-25%	-$146K	0.05%	216
2022 Q3	$555K	Buy	+51,850	New	+$661K	0.08%	187
2022 Q2	–	Sell	-37,650	Closed	-$508K	–	300
2022 Q1	$508K	Buy	37,650 +6,700	+22%	+$96.2K	0.06%	204
2021 Q4	$485K	Hold	30,950	–	–	0.06%	202
2021 Q3	$468K	Buy	+30,950	New	+$486K	0.06%	202

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

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

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

MPW

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

RCM

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

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

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

LCM

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

XML Financial's NMCO Position: Q1 2024 in Review

XML Financial sold out of Nuveen Municipal Credit Opportunities Fund (NMCO) in Q1 2024, closing a stake of 13,750 shares — an estimated $137K sold.

XML Financial first reported a position in NMCO in Q3 2021 and held it in 9 quarters. The position peaked at $555K in Q3 2022. 56 funds tracked by Wall St. Rank hold NMCO as of Q1 2024.

XML Financial reported no remaining Nuveen Municipal Credit Opportunities Fund position as of Q1 2024 after selling out during the quarter.
XML Financial sold 13,750 Nuveen Municipal Credit Opportunities Fund shares in Q1 2024, an estimated $137K.
XML Financial first reported a position in Nuveen Municipal Credit Opportunities Fund in Q3 2021 and held it in 9 quarters.
XML Financial's Nuveen Municipal Credit Opportunities Fund position peaked at $555K in Q3 2022.
56 funds tracked by Wall St. Rank held Nuveen Municipal Credit Opportunities Fund as of Q1 2024.

Based on XML Financial's 13F filing for Q1 2024, filed 15 May 2024.