Alexandria Capital’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Alexandria Capital’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
2017 Q4	–	Sell	-700	Closed	-$10K	–	421
2017 Q3	$10K	Hold	700	–	–	﹤0.01%	413
2017 Q2	$9K	Hold	700	–	–	﹤0.01%	432
2017 Q1	$9K	Hold	700	–	–	﹤0.01%	429
2016 Q4	$9K	Hold	700	–	–	﹤0.01%	419
2016 Q3	$10K	Hold	700	–	–	﹤0.01%	420
2016 Q2	$10K	Hold	700	–	–	﹤0.01%	409
2016 Q1	$10K	Hold	700	–	–	﹤0.01%	426
2015 Q4	$10K	Hold	700	–	–	﹤0.01%	450
2015 Q3	$9K	Hold	700	–	–	﹤0.01%	420
2015 Q2	$9K	Hold	700	–	–	﹤0.01%	434
2015 Q1	$10K	Hold	700	–	–	﹤0.01%	395
2014 Q4	$9K	Hold	700	–	–	﹤0.01%	380
2014 Q3	$9K	Hold	700	–	–	﹤0.01%	358
2014 Q2	$9K	Hold	700	–	–	﹤0.01%	370
2014 Q1	$9K	Hold	700	–	–	﹤0.01%	373
2013 Q4	$8K	Buy	+700	New	+$8.17K	﹤0.01%	387

Other funds holding NMZ

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Alexandria Capital's NMZ Position: Q4 2017 in Review

Alexandria Capital sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2017, closing a stake of 700 shares — an estimated $10K sold.

Alexandria Capital first reported a position in NMZ in Q4 2013 and held it in 16 quarters. The position peaked at $10K in Q3 2017. 54 funds tracked by Wall St. Rank hold NMZ as of Q4 2017.

Alexandria Capital reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 700 Nuveen Municipal High Income Opportunity Fund shares in Q4 2017, an estimated $10K.
Alexandria Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2013 and held it in 16 quarters.
Alexandria Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $10K in Q3 2017.
54 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.