CCM
NIO

Coe Capital Management’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Coe Capital Management’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
2016
Q1 		– Sell
-20,000
Closed -$287K – 282
2015
Q4 		$287K Buy
+20,000
New +$281K 0.11% 176

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Coe Capital Management's NIO Position: Q1 2016 in Review

Coe Capital Management sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q1 2016, closing a stake of 20,000 shares — an estimated $287K sold.

Coe Capital Management first reported a position in NIO in Q4 2015 and held it in 1 quarter. The position peaked at $287K in Q4 2015. 109 funds tracked by Wall St. Rank hold NIO as of Q1 2016.

  • Coe Capital Management reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q1 2016 after selling out during the quarter.
  • Coe Capital Management sold 20,000 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q1 2016, an estimated $287K.
  • Coe Capital Management first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q4 2015 and held it in 1 quarter.
  • Coe Capital Management's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $287K in Q4 2015.
  • 109 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q1 2016.

Based on Coe Capital Management's 13F filing for Q1 2016, filed 12 May 2016.