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Disciplined Investments’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Disciplined Investments’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-743
Closed -$7.56K – 1037
2023
Q2 		$7.56K Hold
743
– – ﹤0.01% 354
2023
Q1 		$7.85K Hold
743
– – ﹤0.01% 371
2022
Q4 		$7.38K Buy
+743
New +$7.54K ﹤0.01% 348

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Disciplined Investments's NDMO Position: Q3 2023 in Review

Disciplined Investments sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q3 2023, closing a stake of 743 shares — an estimated $7.56K sold.

Disciplined Investments first reported a position in NDMO in Q4 2022 and held it in 3 quarters. The position peaked at $7.85K in Q1 2023. 44 funds tracked by Wall St. Rank hold NDMO as of Q3 2023.

  • Disciplined Investments reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 743 Nuveen Dynamic Municipal Opportunities Fund shares in Q3 2023, an estimated $7.56K.
  • Disciplined Investments first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 3 quarters.
  • Disciplined Investments's Nuveen Dynamic Municipal Opportunities Fund position peaked at $7.85K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.