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Calton & Associates’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-7,735
Closed -$105K – 956
2017
Q4 		$105K Buy
+7,735
New +$106K 0.03% 477

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Calton & Associates's NMZ Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2018, closing a stake of 7,735 shares — an estimated $105K sold.

Calton & Associates first reported a position in NMZ in Q4 2017 and held it in 1 quarter. The position peaked at $105K in Q4 2017. 67 funds tracked by Wall St. Rank hold NMZ as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 7,735 Nuveen Municipal High Income Opportunity Fund shares in Q1 2018, an estimated $105K.
  • Calton & Associates first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen Municipal High Income Opportunity Fund position peaked at $105K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.