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Aspiriant LLC’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Aspiriant LLC’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
2015
Q3 		– Sell
-12,307
Closed -$161K – 116
2015
Q2 		$161K Buy
12,307
+2,307
+23% +$31.2K 0.02% 112
2015
Q1 		$138K Hold
10,000
– – 0.02% 89
2014
Q4 		$134K Buy
+10,000
New +$132K 0.02% 90

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Aspiriant LLC's NMZ Position: Q3 2015 in Review

Aspiriant LLC sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2015, closing a stake of 12,307 shares — an estimated $161K sold.

Aspiriant LLC first reported a position in NMZ in Q4 2014 and held it in 3 quarters. The position peaked at $161K in Q2 2015. 44 funds tracked by Wall St. Rank hold NMZ as of Q3 2015.

  • Aspiriant LLC reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2015 after selling out during the quarter.
  • Aspiriant LLC sold 12,307 Nuveen Municipal High Income Opportunity Fund shares in Q3 2015, an estimated $161K.
  • Aspiriant LLC first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2014 and held it in 3 quarters.
  • Aspiriant LLC's Nuveen Municipal High Income Opportunity Fund position peaked at $161K in Q2 2015.
  • 44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2015.

Based on Aspiriant LLC's 13F filing for Q3 2015, filed 9 Nov 2015.