CI
NMZ icon

CAZ Investments’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

CAZ Investments’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
2015
Q3 		– Sell
-12,500
Closed -$163K – 78
2015
Q2 		$163K Hold
12,500
– – 0.09% 109
2015
Q1 		$173K Hold
12,500
– – 0.12% 117
2014
Q4 		$168K Buy
+12,500
New +$166K 0.12% 121

Other funds holding NMZ

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAZ Investments's NMZ Position: Q3 2015 in Review

CAZ Investments sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2015, closing a stake of 12,500 shares — an estimated $163K sold.

CAZ Investments first reported a position in NMZ in Q4 2014 and held it in 3 quarters. The position peaked at $173K in Q1 2015. 44 funds tracked by Wall St. Rank hold NMZ as of Q3 2015.

  • CAZ Investments reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2015 after selling out during the quarter.
  • CAZ Investments sold 12,500 Nuveen Municipal High Income Opportunity Fund shares in Q3 2015, an estimated $163K.
  • CAZ Investments first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2014 and held it in 3 quarters.
  • CAZ Investments's Nuveen Municipal High Income Opportunity Fund position peaked at $173K in Q1 2015.
  • 44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2015.

Based on CAZ Investments's 13F filing for Q3 2015, filed 3 Nov 2015.