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Financial Perspectives’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Financial Perspectives’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
2021
Q4 		– Sell
-3,000
Closed -$48K – 668
2021
Q3 		$48K Hold
3,000
– – 0.02% 241
2021
Q2 		$50.6K Buy
+3,000
New +$49.5K 0.02% 255

Other funds holding NDMO

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Financial Perspectives's NDMO Position: Q4 2021 in Review

Financial Perspectives sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2021, closing a stake of 3,000 shares — an estimated $48K sold.

Financial Perspectives first reported a position in NDMO in Q2 2021 and held it in 2 quarters. The position peaked at $50.6K in Q2 2021. 31 funds tracked by Wall St. Rank hold NDMO as of Q4 2021.

  • Financial Perspectives reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Financial Perspectives sold 3,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2021, an estimated $48K.
  • Financial Perspectives first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q2 2021 and held it in 2 quarters.
  • Financial Perspectives's Nuveen Dynamic Municipal Opportunities Fund position peaked at $50.6K in Q2 2021.
  • 31 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2021.

Based on Financial Perspectives's 13F filing for Q4 2021, filed 10 Jan 2024.