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Advisor Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Advisor Group’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
2019
Q4 		$163K Buy
11,550
+5,950
+106% +$84.6K ﹤0.01% 2556
2019
Q3 		$80K Buy
5,600
+3,900
+229% +$55.4K ﹤0.01% 3062
2019
Q2 		$24K Sell
1,700
-3,203
-65% -$44.1K ﹤0.01% 3866
2019
Q1 		$67K Buy
4,903
+1,403
+40% +$17.9K ﹤0.01% 3172
2018
Q4 		$41K Hold
3,500
– – ﹤0.01% 3326
2018
Q3 		$44K Hold
3,500
– – ﹤0.01% 3389
2018
Q2 		$45K Sell
3,500
-5,000
-59% -$62.6K ﹤0.01% 3179
2018
Q1 		$107K Sell
8,500
-4,750
-36% -$62.2K ﹤0.01% 2508
2017
Q4 		$181K Buy
13,250
+1,000
+8% +$13.7K ﹤0.01% 2081
2017
Q3 		$167K Hold
12,250
– – ﹤0.01% 1985
2017
Q2 		$164K Buy
12,250
+750
+7% +$10K ﹤0.01% 1937
2017
Q1 		$152K Buy
11,500
+1,000
+10% +$13K ﹤0.01% 1854
2016
Q4 		$134K Buy
10,500
+9,500
+950% +$126K ﹤0.01% 1864
2016
Q3 		$15K Sell
1,000
-550
-35% -$8.18K ﹤0.01% 3334
2016
Q2 		$23K Buy
+1,550
New +$22.1K ﹤0.01% 2975

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's NMZ Position: Q4 2019 in Review

Advisor Group increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 106% in Q4 2019, buying an estimated $84.6K and bringing the position to 11,550 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

Advisor Group first reported a position in NMZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $181K in Q4 2017. 94 funds tracked by Wall St. Rank hold NMZ as of Q4 2019.

  • Advisor Group held 11,550 shares of Nuveen Municipal High Income Opportunity Fund worth $163K as of Q4 2019.
  • Advisor Group bought 5,950 Nuveen Municipal High Income Opportunity Fund shares in Q4 2019, an estimated $84.6K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2556 holding.
  • Advisor Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Nuveen Municipal High Income Opportunity Fund position peaked at $181K in Q4 2017.
  • 94 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.