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FineMark National Bank & Trust’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-1,668
Closed -$21K – 782
2016
Q4 		$21K Buy
+1,668
New +$22.1K ﹤0.01% 816

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Bank of America
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Commonwealth Equity Services
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

FineMark National Bank & Trust's NMZ Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2017, closing a stake of 1,668 shares — an estimated $21K sold.

FineMark National Bank & Trust first reported a position in NMZ in Q4 2016 and held it in 1 quarter. The position peaked at $21K in Q4 2016. 48 funds tracked by Wall St. Rank hold NMZ as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,668 Nuveen Municipal High Income Opportunity Fund shares in Q1 2017, an estimated $21K.
  • FineMark National Bank & Trust first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2016 and held it in 1 quarter.
  • FineMark National Bank & Trust's Nuveen Municipal High Income Opportunity Fund position peaked at $21K in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.