Deroy & Devereaux Private Investment Counsel’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 Q3	–	Sell	-12,334	Closed	-$163K	–	148
2020 Q2	$163K	Hold	12,334	–	–	0.02%	139
2020 Q1	$154K	Sell	12,334 -1,375	-10%	-$19K	0.02%	135
2019 Q4	$195K	Hold	13,709	–	–	0.02%	139
2019 Q3	$196K	Hold	13,709	–	–	0.02%	147
2019 Q2	$191K	Sell	13,709 -7,700	-36%	-$106K	0.02%	146
2019 Q1	$290K	Hold	21,409	–	–	0.03%	118
2018 Q4	$249K	Hold	21,409	–	–	0.03%	138
2018 Q3	$269K	Buy	+21,409	New	+$275K	0.03%	148

Other funds holding NMZ

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's NMZ Position: Q3 2020 in Review

Deroy & Devereaux Private Investment Counsel sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2020, closing a stake of 12,334 shares — an estimated $163K sold.

Deroy & Devereaux Private Investment Counsel first reported a position in NMZ in Q3 2018 and held it in 8 quarters. The position peaked at $290K in Q1 2019. 97 funds tracked by Wall St. Rank hold NMZ as of Q3 2020.

Deroy & Devereaux Private Investment Counsel reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2020 after selling out during the quarter.
Deroy & Devereaux Private Investment Counsel sold 12,334 Nuveen Municipal High Income Opportunity Fund shares in Q3 2020, an estimated $163K.
Deroy & Devereaux Private Investment Counsel first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2018 and held it in 8 quarters.
Deroy & Devereaux Private Investment Counsel's Nuveen Municipal High Income Opportunity Fund position peaked at $290K in Q1 2019.
97 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2020.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q3 2020, filed 22 Oct 2020.