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Family Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Family Management’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
Q1 		– Sell
-17,635
Closed -$175K – 166
2022
Q4 		$175K Buy
+17,635
New +$179K 0.04% 136

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Family Management's NDMO Position: Q1 2023 in Review

Family Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2023, closing a stake of 17,635 shares — an estimated $175K sold.

Family Management first reported a position in NDMO in Q4 2022 and held it in 1 quarter. The position peaked at $175K in Q4 2022. 48 funds tracked by Wall St. Rank hold NDMO as of Q1 2023.

  • Family Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Family Management sold 17,635 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2023, an estimated $175K.
  • Family Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Family Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $175K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2023.

Based on Family Management's 13F filing for Q1 2023, filed 15 May 2023.