Daniel L. Goodwin’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Daniel L. Goodwin’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
2023 Q3	$612K	Buy	66,000 +6,200	+10%	+$63.4K	0.3%	40
2023 Q2	$632K	Buy	59,800 +26,300	+79%	+$279K	0.3%	40
2023 Q1	$362K	Buy	33,500 +15,800	+89%	+$167K	0.18%	56
2022 Q4	$183K	Buy	17,700 +3,500	+25%	+$36.5K	0.09%	87
2022 Q3	$146K	Hold	14,200	–	–	0.08%	82
2022 Q2	$166K	Buy	14,200 +2,000	+16%	+$24K	0.09%	91
2022 Q1	$159K	Hold	12,200	–	–	0.07%	97
2021 Q4	$185K	Hold	12,200	–	–	0.08%	101
2021 Q3	$180K	Hold	12,200	–	–	0.08%	107
2021 Q2	$188K	Hold	12,200	–	–	0.09%	110
2021 Q1	$177K	Hold	12,200	–	–	0.09%	100
2020 Q4	$176K	Hold	12,200	–	–	0.1%	91
2020 Q3	$164K	Hold	12,200	–	–	0.12%	88
2020 Q2	$161K	Sell	12,200 -500	-4%	-$6.28K	0.1%	86
2020 Q1	$158K	Hold	12,700	–	–	0.13%	82
2019 Q4	$179K	Hold	12,700	–	–	0.08%	81
2019 Q3	$181K	Hold	12,700	–	–	0.08%	90
2019 Q2	$177K	Hold	12,700	–	–	0.08%	88
2019 Q1	$172K	Hold	12,700	–	–	0.08%	91
2018 Q4	$147K	Hold	12,700	–	–	0.08%	87
2018 Q3	$159K	Hold	12,700	–	–	0.08%	92
2018 Q2	$161K	Hold	12,700	–	–	0.07%	92
2018 Q1	$159K	Hold	12,700	–	–	0.08%	85
2017 Q4	$173K	Hold	12,700	–	–	0.08%	86
2017 Q3	$173K	Buy	+12,700	New	+$172K	0.08%	82

Other funds holding NMZ

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Daniel L. Goodwin's NMZ Position: Q3 2023 in Review

Daniel L. Goodwin increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 10% in Q3 2023, buying an estimated $63.4K and bringing the position to 66,000 shares worth $612K. The position accounts for 0.3% of the portfolio, ranked #40.

Daniel L. Goodwin first reported a position in NMZ in Q3 2017 and has held it in 25 quarters since. The position peaked at $632K in Q2 2023. 113 funds tracked by Wall St. Rank hold NMZ as of Q3 2023.

Daniel L. Goodwin held 66,000 shares of Nuveen Municipal High Income Opportunity Fund worth $612K as of Q3 2023.
Daniel L. Goodwin bought 6,200 Nuveen Municipal High Income Opportunity Fund shares in Q3 2023, an estimated $63.4K.
Nuveen Municipal High Income Opportunity Fund made up 0.3% of Daniel L. Goodwin's portfolio in Q3 2023, its #40 holding.
Daniel L. Goodwin first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2017 and has held it in 25 quarters since.
Daniel L. Goodwin's Nuveen Municipal High Income Opportunity Fund position peaked at $632K in Q2 2023.
113 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2023.

Based on Daniel L. Goodwin's 13F filing for Q3 2023, filed 24 Oct 2023.