Curi RMB Capital’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Curi RMB Capital’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
2019 Q1	–	Sell	-23,863	Closed	-$278K	–	891
2018 Q4	$278K	Buy	+23,863	New	+$282K	0.01%	757
2016 Q2	–	Sell	-23,841	Closed	-$333K	–	488
2016 Q1	$333K	Buy	+23,841	New	+$331K	0.02%	301

Other funds holding NMZ

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curi RMB Capital's NMZ Position: Q1 2019 in Review

Curi RMB Capital sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2019, closing a stake of 23,863 shares — an estimated $278K sold.

Curi RMB Capital first reported a position in NMZ in Q1 2016 and held it in 2 quarters. The position peaked at $333K in Q1 2016. 77 funds tracked by Wall St. Rank hold NMZ as of Q1 2019.

Curi RMB Capital reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2019 after selling out during the quarter.
Curi RMB Capital sold 23,863 Nuveen Municipal High Income Opportunity Fund shares in Q1 2019, an estimated $278K.
Curi RMB Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2016 and held it in 2 quarters.
Curi RMB Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $333K in Q1 2016.
77 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2019.

Based on Curi RMB Capital's 13F filing for Q1 2019, filed 15 May 2019.