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

Bay Colony 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
2022
Q4 		– Sell
-14,370
Closed -$148K – 359
2022
Q3 		$148K Buy
14,370
+116
+0.8% +$1.36K 0.04% 304
2022
Q2 		$176K Buy
+14,254
New +$171K 0.04% 324

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GC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Bay Colony Advisors's NMZ Position: Q4 2022 in Review

Bay Colony Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 14,370 shares — an estimated $148K sold.

Bay Colony Advisors first reported a position in NMZ in Q2 2022 and held it in 2 quarters. The position peaked at $176K in Q2 2022. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

  • Bay Colony Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Bay Colony Advisors sold 14,370 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $148K.
  • Bay Colony Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 2 quarters.
  • Bay Colony Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $176K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Bay Colony Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.