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Guidant Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Guidant Wealth Advisors’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
Q4 		– Sell
-2,090
Closed -$28K – 202
2017
Q3 		$28K Buy
+2,090
New +$28.4K 0.02% 94

Other funds holding NMZ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Guidant Wealth Advisors's NMZ Position: Q4 2017 in Review

Guidant Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2017, closing a stake of 2,090 shares — an estimated $28K sold.

Guidant Wealth Advisors first reported a position in NMZ in Q3 2017 and held it in 1 quarter. The position peaked at $28K in Q3 2017. 54 funds tracked by Wall St. Rank hold NMZ as of Q4 2017.

  • Guidant Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
  • Guidant Wealth Advisors sold 2,090 Nuveen Municipal High Income Opportunity Fund shares in Q4 2017, an estimated $28K.
  • Guidant Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2017 and held it in 1 quarter.
  • Guidant Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $28K in Q3 2017.
  • 54 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2017.

Based on Guidant Wealth Advisors's 13F filing for Q4 2017, filed 18 Jan 2018.