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

Baird’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 Q1	$209K	Buy	15,085 +2,000	+15%	+$27.5K	﹤0.01%	1213
2014 Q4	$175K	Hold	13,085	–	–	﹤0.01%	1208
2014 Q3	$171K	Hold	13,085	–	–	﹤0.01%	1065
2014 Q2	$173K	Hold	13,085	–	–	﹤0.01%	1115
2014 Q1	$166K	Hold	13,085	–	–	﹤0.01%	1083
2013 Q4	$157K	Buy	+13,085	New	+$153K	﹤0.01%	1079

Other funds holding NMZ

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

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

CCWA

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

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Baird's NMZ Position: Q1 2015 in Review

Baird increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 15% in Q1 2015, buying an estimated $27.5K and bringing the position to 15,085 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Baird first reported a position in NMZ in Q4 2013 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold NMZ as of Q1 2015.

Baird held 15,085 shares of Nuveen Municipal High Income Opportunity Fund worth $209K as of Q1 2015.
Baird bought 2,000 Nuveen Municipal High Income Opportunity Fund shares in Q1 2015, an estimated $27.5K.
Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Baird's portfolio in Q1 2015, its #1213 holding.
Baird first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2013 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.