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

EPG 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
-10,576
Closed -$132K – 557
2020
Q1 		$132K Buy
10,576
+2,293
+28% +$31.7K 0.1% 155
2019
Q4 		$118K Buy
+8,283
New +$118K 0.09% 142

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Commonwealth Equity Services
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CCWA
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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

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

EPG Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2020, closing a stake of 10,576 shares — an estimated $132K sold.

EPG Wealth Management first reported a position in NMZ in Q4 2019 and held it in 2 quarters. The position peaked at $132K in Q1 2020. 86 funds tracked by Wall St. Rank hold NMZ as of Q2 2020.

  • EPG Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 10,576 Nuveen Municipal High Income Opportunity Fund shares in Q2 2020, an estimated $132K.
  • EPG Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $132K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2020.

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