HW
NMZ icon

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

Hedeker Wealth’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
2016
Q1 		– Sell
-4
Closed – – 138
2015
Q4 		$0 Buy
+4
New +$54 ﹤0.01% 163
2015
Q3 		– Sell
-4
Closed – – 141
2015
Q2 		$0 Buy
+4
New +$54 ﹤0.01% 160
2015
Q1 		– Sell
-4
Closed – – 135
2014
Q4 		$0 Buy
+4
New +$53 ﹤0.01% 152

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Hedeker Wealth's NMZ Position: Q1 2016 in Review

Hedeker Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2016, closing a stake of 4 shares.

Hedeker Wealth first reported a position in NMZ in Q4 2014 and held it in 3 quarters. The position peaked at $0 in Q4 2015. 45 funds tracked by Wall St. Rank hold NMZ as of Q1 2016.

  • Hedeker Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2016 after selling out during the quarter.
  • Hedeker Wealth sold 4 Nuveen Municipal High Income Opportunity Fund shares in Q1 2016.
  • Hedeker Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2014 and held it in 3 quarters.
  • Hedeker Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $0 in Q4 2015.
  • 45 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2016.

Based on Hedeker Wealth's 13F filing for Q1 2016, filed 10 May 2016.