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Berger Financial Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Berger Financial Group’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
2021
Q4 		– Sell
-11,230
Closed -$166K – 262
2021
Q3 		$166K Hold
11,230
– – 0.03% 207
2021
Q2 		$173K Hold
11,230
– – 0.03% 202
2021
Q1 		$162K Buy
+11,230
New +$161K 0.04% 191

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RJFSA
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RJA
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HI
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Berger Financial Group's NMZ Position: Q4 2021 in Review

Berger Financial Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2021, closing a stake of 11,230 shares — an estimated $166K sold.

Berger Financial Group first reported a position in NMZ in Q1 2021 and held it in 3 quarters. The position peaked at $173K in Q2 2021. 123 funds tracked by Wall St. Rank hold NMZ as of Q4 2021.

  • Berger Financial Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Berger Financial Group sold 11,230 Nuveen Municipal High Income Opportunity Fund shares in Q4 2021, an estimated $166K.
  • Berger Financial Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2021 and held it in 3 quarters.
  • Berger Financial Group's Nuveen Municipal High Income Opportunity Fund position peaked at $173K in Q2 2021.
  • 123 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2021.

Based on Berger Financial Group's 13F filing for Q4 2021, filed 26 Jan 2022.