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

Carmichael Hill & 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
2024
Q3 		$49.8K Hold
4,270
– – 0.02% 372
2024
Q2 		$46.1K Hold
4,270
– – 0.02% 354
2024
Q1 		$45.1K Hold
4,270
– – 0.02% 361
2023
Q4 		$42.2K Hold
4,270
– – 0.02% 372
2023
Q3 		$39.6K Hold
4,270
– – 0.02% 366
2023
Q2 		$45.1K Hold
4,270
– – 0.02% 351
2023
Q1 		$46.1K Hold
4,270
– – 0.02% 343
2022
Q4 		$44.2K Buy
+4,270
New +$44.6K 0.02% 360

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Carmichael Hill & Associates's NMZ Position: Q3 2024 in Review

Carmichael Hill & Associates held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2024 at 4,270 shares worth $49.8K. The position accounts for 0.02% of the portfolio, ranked #372.

Carmichael Hill & Associates first reported a position in NMZ in Q4 2022 and has held it in 8 quarters since. 122 funds tracked by Wall St. Rank hold NMZ as of Q3 2024.

  • Carmichael Hill & Associates held 4,270 shares of Nuveen Municipal High Income Opportunity Fund worth $49.8K as of Q3 2024.
  • Carmichael Hill & Associates left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2024.
  • Nuveen Municipal High Income Opportunity Fund made up 0.02% of Carmichael Hill & Associates's portfolio in Q3 2024, its #372 holding.
  • Carmichael Hill & Associates first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and has held it in 8 quarters since.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.