Blue Bell Private Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Blue Bell Private Wealth Management’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
2016 Q4	–	Sell	-97	Closed	-$2K	–	354
2016 Q3	$2K	Hold	97	–	–	﹤0.01%	412
2016 Q2	$2K	Hold	97	–	–	﹤0.01%	419
2016 Q1	$1K	Hold	97	–	–	﹤0.01%	427
2015 Q4	$1K	Hold	97	–	–	﹤0.01%	436
2015 Q3	$1K	Hold	97	–	–	﹤0.01%	436
2015 Q2	$1K	Hold	97	–	–	﹤0.01%	423
2015 Q1	$1K	Hold	97	–	–	﹤0.01%	411
2014 Q4	$1K	Hold	97	–	–	﹤0.01%	422
2014 Q3	$1K	Hold	97	–	–	﹤0.01%	431
2014 Q2	$1K	Hold	97	–	–	﹤0.01%	399
2014 Q1	$1K	Hold	97	–	–	﹤0.01%	383
2013 Q4	$1K	Buy	+97	New	+$1.13K	﹤0.01%	394

Other funds holding NMZ

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

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CCWA

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

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

Blue Bell Private Wealth Management's NMZ Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2016, closing a stake of 97 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in NMZ in Q4 2013 and held it in 12 quarters. The position peaked at $2K in Q3 2016. 55 funds tracked by Wall St. Rank hold NMZ as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 97 Nuveen Municipal High Income Opportunity Fund shares in Q4 2016, an estimated $2K.
Blue Bell Private Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $2K in Q3 2016.
55 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.