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BBR Partners’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

BBR Partners’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-66,667
Closed -$741K – 208
2022
Q2 		$741K Buy
+66,667
New +$776K 0.09% 101

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UBS Group
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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

BBR Partners's NDMO Position: Q3 2022 in Review

BBR Partners sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2022, closing a stake of 66,667 shares — an estimated $741K sold.

BBR Partners first reported a position in NDMO in Q2 2022 and held it in 1 quarter. The position peaked at $741K in Q2 2022. 44 funds tracked by Wall St. Rank hold NDMO as of Q3 2022.

  • BBR Partners reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • BBR Partners sold 66,667 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2022, an estimated $741K.
  • BBR Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • BBR Partners's Nuveen Dynamic Municipal Opportunities Fund position peaked at $741K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2022.

Based on BBR Partners's 13F filing for Q3 2022, filed 10 Nov 2022.