CIBC Bank USA’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

CIBC Bank USA’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	-21,035	Closed	-$275K	–	265
2015 Q2	$275K	Hold	21,035	–	–	0.05%	215
2015 Q1	$291K	Hold	21,035	–	–	0.05%	208
2014 Q4	$282K	Hold	21,035	–	–	0.05%	234
2014 Q3	$274K	Hold	21,035	–	–	0.05%	238
2014 Q2	$279K	Buy	21,035 +3,663	+21%	+$48.1K	0.05%	240
2014 Q1	$221K	Buy	+17,372	New	+$218K	0.05%	281

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Bank USA's NMZ Position: Q3 2015 in Review

CIBC Bank USA sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2015, closing a stake of 21,035 shares — an estimated $275K sold.

CIBC Bank USA first reported a position in NMZ in Q1 2014 and held it in 6 quarters. The position peaked at $291K in Q1 2015. 44 funds tracked by Wall St. Rank hold NMZ as of Q3 2015.

CIBC Bank USA reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2015 after selling out during the quarter.
CIBC Bank USA sold 21,035 Nuveen Municipal High Income Opportunity Fund shares in Q3 2015, an estimated $275K.
CIBC Bank USA first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2014 and held it in 6 quarters.
CIBC Bank USA's Nuveen Municipal High Income Opportunity Fund position peaked at $291K in Q1 2015.
44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2015.

Based on CIBC Bank USA's 13F filing for Q3 2015, filed 22 Oct 2015.