CWM
NIO

Cabot Wealth Management’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Cabot Wealth Management’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-39,617
Closed -$555K – 188
2013
Q2 		$555K Buy
+39,617
New +$578K 0.19% 137

Other funds holding NIO

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CRAM
Claren Road Asset Management New York $891K AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cabot Wealth Management's NIO Position: Q3 2013 in Review

Cabot Wealth Management sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q3 2013, closing a stake of 39,617 shares — an estimated $555K sold.

Cabot Wealth Management first reported a position in NIO in Q2 2013 and held it in 1 quarter. The position peaked at $555K in Q2 2013. 84 funds tracked by Wall St. Rank hold NIO as of Q3 2013.

  • Cabot Wealth Management reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 39,617 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q3 2013, an estimated $555K.
  • Cabot Wealth Management first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $555K in Q2 2013.
  • 84 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.