AWM
NMZ icon

Adams Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Adams Wealth Management’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-30
Closed – – 247
2020
Q3 		$0 Buy
+30
New +$404 ﹤0.01% 361

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Adams Wealth Management's NMZ Position: Q4 2020 in Review

Adams Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2020, closing a stake of 30 shares.

Adams Wealth Management first reported a position in NMZ in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 109 funds tracked by Wall St. Rank hold NMZ as of Q4 2020.

  • Adams Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 30 Nuveen Municipal High Income Opportunity Fund shares in Q4 2020.
  • Adams Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $0 in Q3 2020.
  • 109 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.