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

JFS Wealth Advisors’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
2017
Q3 		– Sell
-2,000
Closed -$27K – 456
2017
Q2 		$27K Buy
+2,000
New +$26.7K 0.01% 272
2016
Q4 		– Sell
-1,321
Closed -$19K – 478
2016
Q3 		$19K Buy
+1,321
New +$19.7K 0.01% 330

Other funds holding NMZ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

JFS Wealth Advisors's NMZ Position: Q3 2017 in Review

JFS Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2017, closing a stake of 2,000 shares — an estimated $27K sold.

JFS Wealth Advisors first reported a position in NMZ in Q3 2016 and held it in 2 quarters. The position peaked at $27K in Q2 2017. 54 funds tracked by Wall St. Rank hold NMZ as of Q3 2017.

  • JFS Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2017 after selling out during the quarter.
  • JFS Wealth Advisors sold 2,000 Nuveen Municipal High Income Opportunity Fund shares in Q3 2017, an estimated $27K.
  • JFS Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2016 and held it in 2 quarters.
  • JFS Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $27K in Q2 2017.
  • 54 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2017.

Based on JFS Wealth Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.