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IFP Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

IFP Advisors’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-199
Closed -$4K – 4750
2022
Q3 		$4K Sell
199
-269
-57% -$3.09K ﹤0.01% 4140
2022
Q2 		$8K Hold
468
– – ﹤0.01% 3541
2022
Q1 		$8K Buy
+468
New +$6.79K ﹤0.01% 3540

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

IFP Advisors's NDMO Position: Q4 2022 in Review

IFP Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2022, closing a stake of 199 shares — an estimated $4K sold.

IFP Advisors first reported a position in NDMO in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 55 funds tracked by Wall St. Rank hold NDMO as of Q4 2022.

  • IFP Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 199 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2022, an estimated $4K.
  • IFP Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $8K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.