DWM
NMZ icon

Darwin Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-2,400
Closed -$29K – 542
2020
Q1 		$29K Buy
+2,400
New +$33.2K 0.01% 305

Other funds holding NMZ

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Darwin Wealth Management's NMZ Position: Q2 2020 in Review

Darwin Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2020, closing a stake of 2,400 shares — an estimated $29K sold.

Darwin Wealth Management first reported a position in NMZ in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 86 funds tracked by Wall St. Rank hold NMZ as of Q2 2020.

  • Darwin Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 2,400 Nuveen Municipal High Income Opportunity Fund shares in Q2 2020, an estimated $29K.
  • Darwin Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $29K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.