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

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

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

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

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

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

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

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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.