CA
NIO

CapWealth Advisors’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

CapWealth Advisors’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
2014
Q2 		– Sell
-2,600
Closed -$36K – 406
2014
Q1 		$36K Hold
2,600
– – 0.01% 153
2013
Q4 		$34K Hold
2,600
– – 0.01% 166
2013
Q3 		$34K Hold
2,600
– – 0.01% 186
2013
Q2 		$36K Buy
+2,600
New +$37.9K 0.01% 173

Other funds holding NIO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CapWealth Advisors's NIO Position: Q2 2014 in Review

CapWealth Advisors sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q2 2014, closing a stake of 2,600 shares — an estimated $36K sold.

CapWealth Advisors first reported a position in NIO in Q2 2013 and held it in 4 quarters. The position peaked at $36K in Q1 2014. 96 funds tracked by Wall St. Rank hold NIO as of Q2 2014.

  • CapWealth Advisors reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 2,600 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q2 2014, an estimated $36K.
  • CapWealth Advisors first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q2 2013 and held it in 4 quarters.
  • CapWealth Advisors's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $36K in Q1 2014.
  • 96 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.