GWM
NMZ icon

Gupta Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Gupta Wealth Management’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
-5,628
Closed -$75K – 1323
2015
Q3 		$75K Buy
+5,628
New +$75.2K 0.02% 387

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Commonwealth Equity Services
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

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

Gupta Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2015, closing a stake of 5,628 shares — an estimated $75K sold.

Gupta Wealth Management first reported a position in NMZ in Q3 2015 and held it in 1 quarter. The position peaked at $75K in Q3 2015. 44 funds tracked by Wall St. Rank hold NMZ as of Q4 2015.

  • Gupta Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 5,628 Nuveen Municipal High Income Opportunity Fund shares in Q4 2015, an estimated $75K.
  • Gupta Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $75K in Q3 2015.
  • 44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2015.

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