AlphaCentric Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

AlphaCentric Advisors’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
2023 Q2	–	Sell	-8,100	Closed	-$87.5K	–	259
2023 Q1	$87.5K	Sell	8,100 -15,000	-65%	-$159K	0.06%	190
2022 Q4	$239K	Sell	23,100 -900	-4%	-$9.39K	0.24%	124
2022 Q3	$247K	Buy	+24,000	New	+$282K	0.25%	86
2021 Q4	$227K	Buy	15,000 +4,772	+47%	+$70.8K	0.07%	99
2021 Q3	$151K	Hold	10,228	–	–	0.04%	135
2021 Q2	$157K	Buy	10,228 +5,026	+97%	+$75K	0.04%	131
2021 Q1	$75K	Buy	+5,202	New	+$74.7K	0.03%	175

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

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

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

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

AlphaCentric Advisors's NMZ Position: Q2 2023 in Review

AlphaCentric Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 8,100 shares — an estimated $87.5K sold.

AlphaCentric Advisors first reported a position in NMZ in Q1 2021 and held it in 7 quarters. The position peaked at $247K in Q3 2022. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

AlphaCentric Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
AlphaCentric Advisors sold 8,100 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $87.5K.
AlphaCentric Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2021 and held it in 7 quarters.
AlphaCentric Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $247K in Q3 2022.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on AlphaCentric Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.