Fusion Investment Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Fusion Investment Group’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
2015 Q4	–	Sell	-1,455	Closed	-$19K	–	125
2015 Q3	$19K	Hold	1,455	–	–	0.04%	109
2015 Q2	$19K	Buy	+1,455	New	+$19.7K	0.01%	145
2014 Q4	–	Sell	-1,455	Closed	-$19K	–	169
2014 Q3	$19K	Hold	1,455	–	–	0.02%	145
2014 Q2	$19K	Hold	1,455	–	–	0.02%	162
2014 Q1	$19K	Hold	1,455	–	–	0.02%	160
2013 Q4	$17K	Buy	+1,455	New	+$17K	0.01%	182

Other funds holding NMZ

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

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

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

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

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Fusion Investment Group's NMZ Position: Q4 2015 in Review

Fusion Investment Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2015, closing a stake of 1,455 shares — an estimated $19K sold.

Fusion Investment Group first reported a position in NMZ in Q4 2013 and held it in 6 quarters. The position peaked at $19K in Q3 2015. 44 funds tracked by Wall St. Rank hold NMZ as of Q4 2015.

Fusion Investment Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 1,455 Nuveen Municipal High Income Opportunity Fund shares in Q4 2015, an estimated $19K.
Fusion Investment Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's Nuveen Municipal High Income Opportunity Fund position peaked at $19K in Q3 2015.
44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.