First Allied Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

First Allied Advisory Services’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 Q3	–	Sell	-10,379	Closed	-$137K	–	1217
2020 Q2	$137K	Sell	10,379 -1,024	-9%	-$12.9K	0.01%	1048
2020 Q1	$142K	Buy	11,403 +165	+1%	+$2.28K	0.01%	979
2019 Q4	$160K	Buy	11,238 +347	+3%	+$4.93K	0.01%	1150
2019 Q3	$156K	Buy	10,891 +51	+0.5%	+$725	0.01%	1153
2019 Q2	$151K	Sell	10,840 -475	-4%	-$6.53K	0.01%	1134
2019 Q1	$153K	Hold	11,315	–	–	0.01%	1081
2018 Q4	$132K	Sell	11,315 -839	-7%	-$9.92K	0.01%	1005
2018 Q3	$153K	Buy	+12,154	New	+$156K	0.01%	1116
2018 Q2	–	Sell	-13,354	Closed	-$169K	–	1213
2018 Q1	$169K	Hold	13,354	–	–	0.01%	1081
2017 Q4	$182K	Buy	13,354 +207	+2%	+$2.83K	0.01%	1090
2017 Q3	$179K	Sell	13,147 -2,235	-15%	-$30.3K	0.01%	1039
2017 Q2	$207K	Buy	+15,382	New	+$205K	0.01%	1016
2017 Q1	–	Sell	-13,920	Closed	-$178K	–	1141
2016 Q4	$178K	Buy	13,920 +1,578	+13%	+$20.9K	0.01%	1017
2016 Q3	$179K	Buy	+12,342	New	+$184K	0.01%	960
2015 Q3	–	Sell	-12,455	Closed	-$164K	–	1114
2015 Q2	$164K	Sell	12,455 -338	-3%	-$4.57K	0.01%	1059
2015 Q1	$179K	Hold	12,793	–	–	0.01%	978
2014 Q4	$171K	Sell	12,793 -5,760	-31%	-$76.3K	0.01%	954
2014 Q3	$242K	Buy	18,553 +6,495	+54%	+$84.2K	0.02%	828
2014 Q2	$160K	Buy	12,058 +88	+0.7%	+$1.16K	0.01%	909
2014 Q1	$152K	Sell	11,970 -751	-6%	-$9.42K	0.01%	924
2013 Q4	$151K	Sell	12,721 -37,172	-75%	-$434K	0.01%	859
2013 Q3	$586K	Buy	49,893 +17,947	+56%	+$208K	0.03%	464
2013 Q2	$408K	Buy	+31,946	New	+$427K	0.03%	561

Other funds holding NMZ

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

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

First Allied Advisory Services's NMZ Position: Q3 2020 in Review

First Allied Advisory Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2020, closing a stake of 10,379 shares — an estimated $137K sold.

First Allied Advisory Services first reported a position in NMZ in Q2 2013 and held it in 23 quarters. The position peaked at $586K in Q3 2013. 97 funds tracked by Wall St. Rank hold NMZ as of Q3 2020.

First Allied Advisory Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2020 after selling out during the quarter.
First Allied Advisory Services sold 10,379 Nuveen Municipal High Income Opportunity Fund shares in Q3 2020, an estimated $137K.
First Allied Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and held it in 23 quarters.
First Allied Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $586K in Q3 2013.
97 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.