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James Investment Research’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-5,240
Closed -$57K – 454
2023
Q1 		$57K Hold
5,240
– – 0.01% 351
2022
Q4 		$54K Buy
+5,240
New +$54.7K 0.01% 347

Other funds holding NMZ

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GC
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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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

James Investment Research's NMZ Position: Q2 2023 in Review

James Investment Research sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 5,240 shares — an estimated $57K sold.

James Investment Research first reported a position in NMZ in Q4 2022 and held it in 2 quarters. The position peaked at $57K in Q1 2023. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

  • James Investment Research reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 5,240 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $57K.
  • James Investment Research first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 2 quarters.
  • James Investment Research's Nuveen Municipal High Income Opportunity Fund position peaked at $57K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.