CIAS
NDMO icon

CFS Investment Advisory Services’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

CFS Investment Advisory Services’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-43,709
Closed -$3K – 423
2022
Q1 		$3K Buy
+43,709
New +$634K 0.01% 251

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

CFS Investment Advisory Services's NDMO Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2022, closing a stake of 43,709 shares — an estimated $3K sold.

CFS Investment Advisory Services first reported a position in NDMO in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 46 funds tracked by Wall St. Rank hold NDMO as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 43,709 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2022, an estimated $3K.
  • CFS Investment Advisory Services first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's Nuveen Dynamic Municipal Opportunities Fund position peaked at $3K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.