BFEC
NMZ icon

Benjamin F. Edwards & Company’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$10K Buy
961
+743
+341% +$7.8K ﹤0.01% 1725
2024
Q1 		$2K Hold
218
– – ﹤0.01% 2032
2023
Q4 		$2K Buy
+218
New +$2.04K ﹤0.01% 1999
2023
Q3 		– Sell
-771
Closed -$8K – 1797
2023
Q2 		$8K Hold
771
– – ﹤0.01% 1454
2023
Q1 		$8K Hold
771
– – ﹤0.01% 1449
2022
Q4 		$8K Buy
771
+22
+3% +$230 ﹤0.01% 1474
2022
Q3 		$8K Sell
749
-1,439
-66% -$16.9K ﹤0.01% 1439
2022
Q2 		$26K Sell
2,188
-299
-12% -$3.59K ﹤0.01% 1185
2022
Q1 		$32K Sell
2,487
-3,400
-58% -$47.3K ﹤0.01% 1138
2021
Q4 		$89K Sell
5,887
-42
-0.7% -$623 ﹤0.01% 906
2021
Q3 		$88K Sell
5,929
-1,023
-15% -$15.7K ﹤0.01% 887
2021
Q2 		$107K Sell
6,952
-59,597
-90% -$890K 0.01% 828
2021
Q1 		$960K Sell
66,549
-36,068
-35% -$518K 0.05% 340
2020
Q4 		$1.48M Buy
102,617
+983
+1% +$13.4K 0.09% 243
2020
Q3 		$1.37M Buy
101,634
+7,063
+7% +$95.2K 0.09% 225
2020
Q2 		$1.25M Buy
94,571
+83,467
+752% +$1.05M 0.09% 224
2020
Q1 		$138K Buy
11,104
+5,127
+86% +$71K 0.01% 604
2019
Q4 		$85K Sell
5,977
-416
-7% -$5.91K 0.01% 829
2019
Q3 		$91K Sell
6,393
-2,160
-25% -$30.7K 0.01% 765
2019
Q2 		$119K Buy
8,553
+4,036
+89% +$55.5K 0.01% 657
2019
Q1 		$61K Buy
4,517
+18
+0.4% +$229 0.01% 827
2018
Q4 		$52K Buy
4,499
+78
+2% +$922 0.01% 813
2018
Q3 		$55K Sell
4,421
-3,272
-43% -$42.1K 0.01% 837
2018
Q2 		$97K Buy
7,693
+47
+0.6% +$588 0.01% 678
2018
Q1 		$96K Sell
7,646
-8,847
-54% -$116K 0.01% 687
2017
Q4 		$224K Buy
16,493
+99
+0.6% +$1.35K 0.02% 462
2017
Q3 		$223K Buy
16,394
+2,895
+21% +$39.3K 0.03% 439
2017
Q2 		$181K Buy
13,499
+3,806
+39% +$50.8K 0.02% 460
2017
Q1 		$127K Buy
9,693
+21
+0.2% +$273 0.02% 507
2016
Q4 		$124K Buy
9,672
+541
+6% +$7.16K 0.02% 466
2016
Q3 		$132K Buy
9,131
+1,725
+23% +$25.7K 0.02% 395
2016
Q2 		$110K Sell
7,406
-11,505
-61% -$164K 0.02% 402
2016
Q1 		$264K Sell
18,911
-212
-1% -$2.95K 0.05% 273
2015
Q4 		$264K Sell
19,123
-17,738
-48% -$241K 0.06% 271
2015
Q3 		$490K Buy
36,861
+9,242
+33% +$123K 0.11% 185
2015
Q2 		$361K Sell
27,619
-536
-2% -$7.24K 0.07% 250
2015
Q1 		$390K Buy
28,155
+2,857
+11% +$39.3K 0.08% 225
2014
Q4 		$339K Sell
25,298
-208
-0.8% -$2.75K 0.08% 237
2014
Q3 		$333K Buy
25,506
+340
+1% +$4.41K 0.08% 231
2014
Q2 		$333K Hold
25,166
– – 0.08% 223
2014
Q1 		$320K Buy
25,166
+9,390
+60% +$118K 0.09% 207
2013
Q4 		$189K Buy
15,776
+499
+3% +$5.82K 0.06% 256
2013
Q3 		$178K Buy
+15,277
New +$177K 0.07% 244

Other funds holding NMZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Benjamin F. Edwards & Company's NMZ Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 341% in Q2 2024, buying an estimated $7.8K and bringing the position to 961 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1725.

Benjamin F. Edwards & Company first reported a position in NMZ in Q3 2013 and has held it in 43 quarters since. The position peaked at $1.48M in Q4 2020. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2024.

  • Benjamin F. Edwards & Company held 961 shares of Nuveen Municipal High Income Opportunity Fund worth $10K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 743 Nuveen Municipal High Income Opportunity Fund shares in Q2 2024, an estimated $7.8K.
  • Nuveen Municipal High Income Opportunity Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1725 holding.
  • Benjamin F. Edwards & Company first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2013 and has held it in 43 quarters since.
  • Benjamin F. Edwards & Company's Nuveen Municipal High Income Opportunity Fund position peaked at $1.48M in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.