Brown Advisory
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Brown Advisory’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Brown Advisory’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
2023
Q4 		– Sell
-16,243
Closed -$151K – 1247
2023
Q3 		$151K Hold
16,243
– – ﹤0.01% 1142
2023
Q2 		$172K Sell
16,243
-1,000
-6% -$10.6K ﹤0.01% 1129
2023
Q1 		$186K Hold
17,243
– – ﹤0.01% 1143
2022
Q4 		$178K Buy
+17,243
New +$180K ﹤0.01% 1142

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Advisory's NMZ Position: Q4 2023 in Review

Brown Advisory sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 16,243 shares — an estimated $151K sold.

Brown Advisory first reported a position in NMZ in Q4 2022 and held it in 4 quarters. The position peaked at $186K in Q1 2023. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

  • Brown Advisory reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Brown Advisory sold 16,243 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $151K.
  • Brown Advisory first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 4 quarters.
  • Brown Advisory's Nuveen Municipal High Income Opportunity Fund position peaked at $186K in Q1 2023.
  • 132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on Brown Advisory's 13F filing for Q4 2023, filed 8 Feb 2024.