Institutional & Family Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-100	Closed	-$1K	–	882
2021 Q3	$1K	Sell	100 -4,500	-98%	-$69.2K	﹤0.01%	854
2021 Q2	$71K	Sell	4,600 -5,581	-55%	-$83.3K	0.01%	287
2021 Q1	$147K	Buy	10,181 +390	+4%	+$5.6K	0.03%	218
2020 Q4	$141K	Buy	9,791 +910	+10%	+$12.4K	0.03%	214
2020 Q3	$120K	Sell	8,881 -6,012	-40%	-$81K	0.03%	215
2020 Q2	$196K	Hold	14,893	–	–	0.04%	175
2020 Q1	$185K	Hold	14,893	–	–	0.04%	152
2019 Q4	$211K	Sell	14,893 -9,916	-40%	-$141K	0.04%	162
2019 Q3	$354K	Sell	24,809 -2,725	-10%	-$38.7K	0.08%	131
2019 Q2	$384K	Buy	27,534 +15,393	+127%	+$212K	0.08%	128
2019 Q1	$164K	Buy	+12,141	New	+$155K	0.03%	193

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Institutional & Family Asset Management's NMZ Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2021, closing a stake of 100 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in NMZ in Q1 2019 and held it in 11 quarters. The position peaked at $384K in Q2 2019. 123 funds tracked by Wall St. Rank hold NMZ as of Q4 2021.

Institutional & Family Asset Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 100 Nuveen Municipal High Income Opportunity Fund shares in Q4 2021, an estimated $1K.
Institutional & Family Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2019 and held it in 11 quarters.
Institutional & Family Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $384K in Q2 2019.
123 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.