GWM
NIO

Gupta Wealth Management’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Gupta Wealth Management’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,618
Closed -$192K – 1413
2015
Q3 		$192K Buy
+13,618
New +$189K 0.05% 257

Other funds holding NIO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCM
Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Gupta Wealth Management's NIO Position: Q4 2015 in Review

Gupta Wealth Management sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2015, closing a stake of 13,618 shares — an estimated $192K sold.

Gupta Wealth Management first reported a position in NIO in Q3 2015 and held it in 1 quarter. The position peaked at $192K in Q3 2015. 118 funds tracked by Wall St. Rank hold NIO as of Q4 2015.

  • Gupta Wealth Management reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 13,618 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2015, an estimated $192K.
  • Gupta Wealth Management first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $192K in Q3 2015.
  • 118 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.