XF
NZF icon

XML Financial’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

XML Financial’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
Q1 		– Sell
-10,100
Closed -$119K – 347
2023
Q4 		$119K Sell
10,100
-4,500
-31% -$49.4K 0.01% 321
2023
Q3 		$152K Hold
14,600
– – 0.02% 303
2023
Q2 		$170K Hold
14,600
– – 0.02% 323
2023
Q1 		$174K Sell
14,600
-5,400
-27% -$64.7K 0.02% 315
2022
Q4 		$242K Sell
20,000
-7,566
-27% -$87.6K 0.03% 288
2022
Q3 		$313K Buy
+27,566
New +$355K 0.04% 242
2022
Q2 		– Sell
-32,966
Closed -$482K – 303
2022
Q1 		$482K Buy
32,966
+1,500
+5% +$23.2K 0.06% 209
2021
Q4 		$538K Hold
31,466
– – 0.06% 194
2021
Q3 		$526K Buy
+31,466
New +$545K 0.07% 193

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

XML Financial's NZF Position: Q1 2024 in Review

XML Financial sold out of Nuveen Municipal Credit Income Fund (NZF) in Q1 2024, closing a stake of 10,100 shares — an estimated $119K sold.

XML Financial first reported a position in NZF in Q3 2021 and held it in 9 quarters. The position peaked at $538K in Q4 2021. 246 funds tracked by Wall St. Rank hold NZF as of Q1 2024.

  • XML Financial reported no remaining Nuveen Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • XML Financial sold 10,100 Nuveen Municipal Credit Income Fund shares in Q1 2024, an estimated $119K.
  • XML Financial first reported a position in Nuveen Municipal Credit Income Fund in Q3 2021 and held it in 9 quarters.
  • XML Financial's Nuveen Municipal Credit Income Fund position peaked at $538K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q1 2024.

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