Greenleaf Trust’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Greenleaf 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
2022 Q1	–	Sell	-28,287	Closed	-$428K	–	788
2021 Q4	$428K	Sell	28,287 -27,713	-49%	-$411K	0.01%	474
2021 Q3	$827K	Hold	56,000	–	–	0.01%	264
2021 Q2	$862K	Buy	56,000 +41,000	+273%	+$612K	0.01%	257
2021 Q1	$216K	Sell	15,000 -3,000	-17%	-$43.1K	﹤0.01%	669
2020 Q4	$260K	Buy	+18,000	New	+$246K	﹤0.01%	504

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Greenleaf Trust's NMZ Position: Q1 2022 in Review

Greenleaf Trust sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2022, closing a stake of 28,287 shares — an estimated $428K sold.

Greenleaf Trust first reported a position in NMZ in Q4 2020 and held it in 5 quarters. The position peaked at $862K in Q2 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q1 2022.

Greenleaf Trust reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
Greenleaf Trust sold 28,287 Nuveen Municipal High Income Opportunity Fund shares in Q1 2022, an estimated $428K.
Greenleaf Trust first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2020 and held it in 5 quarters.
Greenleaf Trust's Nuveen Municipal High Income Opportunity Fund position peaked at $862K in Q2 2021.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2022.

Based on Greenleaf Trust's 13F filing for Q1 2022, filed 27 Apr 2022.