Investors Capital Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Investors Capital Advisory Services’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 Q2	$1.09M	Sell	73,089 -2,051	-3%	-$29.2K	0.21%	133
2016 Q1	$1.05M	Sell	75,140 -1,400	-2%	-$19.5K	0.21%	134
2015 Q4	$1.06M	Sell	76,540 -27,825	-27%	-$379K	0.21%	140
2015 Q3	$1.39M	Sell	104,365 -11,050	-10%	-$148K	0.28%	87
2015 Q2	$1.51M	Buy	115,415 +3,655	+3%	+$49.4K	0.28%	88
2015 Q1	$1.55M	Sell	111,760 -925	-0.8%	-$12.7K	0.29%	81
2014 Q4	$1.51M	Sell	112,685 -5,600	-5%	-$74.2K	0.29%	79
2014 Q3	$1.54M	Hold	118,285	–	–	0.3%	74
2014 Q2	$1.57M	Buy	118,285 +1,416	+1%	+$18.6K	0.25%	103
2014 Q1	$1.49M	Buy	116,869 +9,319	+9%	+$117K	0.32%	63
2013 Q4	$1.29M	Buy	107,550 +15,456	+17%	+$180K	0.3%	83
2013 Q3	$1.07M	Buy	92,094 +44,619	+94%	+$518K	0.28%	96
2013 Q2	$601K	Buy	+47,475	New	+$634K	0.18%	158

Other funds holding NMZ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

Investors Capital Advisory Services's NMZ Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 2.7% in Q2 2016, selling an estimated $29.2K and leaving 73,089 shares worth $1.09M. The position accounts for 0.21% of the portfolio, ranked #133.

Investors Capital Advisory Services first reported a position in NMZ in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.57M in Q2 2014. 45 funds tracked by Wall St. Rank hold NMZ as of Q2 2016.

Investors Capital Advisory Services held 73,089 shares of Nuveen Municipal High Income Opportunity Fund worth $1.09M as of Q2 2016.
Investors Capital Advisory Services sold 2,051 Nuveen Municipal High Income Opportunity Fund shares in Q2 2016, an estimated $29.2K.
Nuveen Municipal High Income Opportunity Fund made up 0.21% of Investors Capital Advisory Services's portfolio in Q2 2016, its #133 holding.
Investors Capital Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $1.57M in Q2 2014.
45 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.