CFSG
NIO

Community Financial Services Group’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Community Financial Services Group’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
2015
Q4 		– Sell
-700
Closed -$10K – 272
2015
Q3 		$10K Hold
700
– – 0.01% 219
2015
Q2 		$10K Hold
700
– – ﹤0.01% 228
2015
Q1 		$10K Hold
700
– – ﹤0.01% 237
2014
Q4 		$10K Hold
700
– – ﹤0.01% 229
2014
Q3 		$10K Hold
700
– – ﹤0.01% 199
2014
Q2 		$10K Hold
700
– – 0.01% 198
2014
Q1 		$10K Buy
+700
New +$9.52K ﹤0.01% 197

Other funds holding NIO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Community Financial Services Group's NIO Position: Q4 2015 in Review

Community Financial Services Group sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2015, closing a stake of 700 shares — an estimated $10K sold.

Community Financial Services Group first reported a position in NIO in Q1 2014 and held it in 7 quarters. The position peaked at $10K in Q3 2015. 118 funds tracked by Wall St. Rank hold NIO as of Q4 2015.

  • Community Financial Services Group reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2015 after selling out during the quarter.
  • Community Financial Services Group sold 700 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2015, an estimated $10K.
  • Community Financial Services Group first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q1 2014 and held it in 7 quarters.
  • Community Financial Services Group's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $10K in Q3 2015.
  • 118 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2015.

Based on Community Financial Services Group's 13F filing for Q4 2015, filed 8 Feb 2016.