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

Family 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
2024 Q1	–	Sell	-14,750	Closed	-$146K	–	190
2023 Q4	$146K	Hold	14,750	–	–	0.03%	138
2023 Q3	$137K	Hold	14,750	–	–	0.03%	134
2023 Q2	$156K	Hold	14,750	–	–	0.03%	140
2023 Q1	$159K	Sell	14,750 -11,062	-43%	-$117K	0.04%	126
2022 Q4	$267K	Hold	25,812	–	–	0.07%	117
2022 Q3	$265K	Hold	25,812	–	–	0.07%	110
2022 Q2	$302K	Hold	25,812	–	–	0.08%	113
2022 Q1	$336K	Hold	25,812	–	–	0.09%	122
2021 Q4	$390K	Hold	25,812	–	–	0.1%	123
2021 Q3	$381K	Hold	25,812	–	–	0.11%	122
2021 Q2	$397K	Hold	25,812	–	–	0.11%	123
2021 Q1	$372K	Hold	25,812	–	–	0.12%	109
2020 Q4	$372K	Hold	25,812	–	–	0.13%	108
2020 Q3	$348K	Sell	25,812 -6,691	-21%	-$90.2K	0.15%	86
2020 Q2	$429K	Sell	32,503 -4,485	-12%	-$56.4K	0.17%	91
2020 Q1	$461K	Sell	36,988 -3,000	-8%	-$41.5K	0.23%	78
2019 Q4	$567K	Hold	39,988	–	–	0.2%	89
2019 Q3	$571K	Sell	39,988 -6,000	-13%	-$85.2K	0.21%	80
2019 Q2	$642K	Buy	45,988 +15,034	+49%	+$207K	0.25%	73
2019 Q1	$419K	Buy	+30,954	New	+$394K	0.18%	89

Other funds holding NMZ

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Family Management's NMZ Position: Q1 2024 in Review

Family Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2024, closing a stake of 14,750 shares — an estimated $146K sold.

Family Management first reported a position in NMZ in Q1 2019 and held it in 20 quarters. The position peaked at $642K in Q2 2019. 118 funds tracked by Wall St. Rank hold NMZ as of Q1 2024.

Family Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Family Management sold 14,750 Nuveen Municipal High Income Opportunity Fund shares in Q1 2024, an estimated $146K.
Family Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2019 and held it in 20 quarters.
Family Management's Nuveen Municipal High Income Opportunity Fund position peaked at $642K in Q2 2019.
118 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2024.

Based on Family Management's 13F filing for Q1 2024, filed 15 May 2024.