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

Altium 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
Q2 		– Sell
-15,348
Closed -$191K – 341
2020
Q1 		$191K Hold
15,348
– – 0.03% 298
2019
Q4 		$218K Hold
15,348
– – 0.03% 260
2019
Q3 		$219K Buy
+15,348
New +$218K 0.03% 257

Other funds holding NMZ

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GC
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Commonwealth Equity Services
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CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Osaic Holdings
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Altium Wealth Management's NMZ Position: Q2 2020 in Review

Altium Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2020, closing a stake of 15,348 shares — an estimated $191K sold.

Altium Wealth Management first reported a position in NMZ in Q3 2019 and held it in 3 quarters. The position peaked at $219K in Q3 2019. 86 funds tracked by Wall St. Rank hold NMZ as of Q2 2020.

  • Altium Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Altium Wealth Management sold 15,348 Nuveen Municipal High Income Opportunity Fund shares in Q2 2020, an estimated $191K.
  • Altium Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2019 and held it in 3 quarters.
  • Altium Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $219K in Q3 2019.
  • 86 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2020.

Based on Altium Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.