Almanack Investment Partners’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Almanack Investment Partners’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
2021 Q1	–	Sell	-15,619	Closed	-$225K	–	459
2020 Q4	$225K	Sell	15,619 -230	-1%	-$3.14K	0.03%	333
2020 Q3	$214K	Sell	15,849 -24,091	-60%	-$325K	0.03%	359
2020 Q2	$529K	Buy	+39,940	New	+$502K	0.09%	120
2020 Q1	–	Sell	-26,378	Closed	-$374K	–	288
2019 Q4	$374K	Buy	+26,378	New	+$375K	0.07%	128

Other funds holding NMZ

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Almanack Investment Partners's NMZ Position: Q1 2021 in Review

Almanack Investment Partners sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2021, closing a stake of 15,619 shares — an estimated $225K sold.

Almanack Investment Partners first reported a position in NMZ in Q4 2019 and held it in 4 quarters. The position peaked at $529K in Q2 2020. 109 funds tracked by Wall St. Rank hold NMZ as of Q1 2021.

Almanack Investment Partners reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
Almanack Investment Partners sold 15,619 Nuveen Municipal High Income Opportunity Fund shares in Q1 2021, an estimated $225K.
Almanack Investment Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and held it in 4 quarters.
Almanack Investment Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $529K in Q2 2020.
109 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2021.

Based on Almanack Investment Partners's 13F filing for Q1 2021, filed 11 May 2021.