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JGP Wealth Management’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

JGP Wealth Management’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
2024
Q1 		– Sell
-16,609
Closed -$165K – 175
2023
Q4 		$165K Buy
+16,609
New +$162K 0.02% 165

Other funds holding NDMO

Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JGP Wealth Management's NDMO Position: Q1 2024 in Review

JGP Wealth Management sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2024, closing a stake of 16,609 shares — an estimated $165K sold.

JGP Wealth Management first reported a position in NDMO in Q4 2023 and held it in 1 quarter. The position peaked at $165K in Q4 2023. 57 funds tracked by Wall St. Rank hold NDMO as of Q1 2024.

  • JGP Wealth Management reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • JGP Wealth Management sold 16,609 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2024, an estimated $165K.
  • JGP Wealth Management first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • JGP Wealth Management's Nuveen Dynamic Municipal Opportunities Fund position peaked at $165K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2024.

Based on JGP Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.