JNBA Financial Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

JNBA Financial 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 Q2	–	Sell	-653	Closed	-$9K	–	456
2017 Q1	$9K	Hold	653	–	–	﹤0.01%	365
2016 Q4	$8K	Buy	+653	New	+$8.64K	﹤0.01%	380
2016 Q3	–	Sell	-653	Closed	-$10K	–	1636
2016 Q2	$10K	Hold	653	–	–	﹤0.01%	347
2016 Q1	$9K	Hold	653	–	–	﹤0.01%	363
2015 Q4	$9K	Hold	653	–	–	﹤0.01%	357
2015 Q3	$9K	Hold	653	–	–	﹤0.01%	363
2015 Q2	$9K	Hold	653	–	–	﹤0.01%	357
2015 Q1	$9K	Hold	653	–	–	﹤0.01%	374
2014 Q4	$9K	Hold	653	–	–	﹤0.01%	369
2014 Q3	$9K	Hold	653	–	–	﹤0.01%	380
2014 Q2	$9K	Hold	653	–	–	﹤0.01%	362
2014 Q1	$8K	Buy	+653	New	+$8.19K	﹤0.01%	351

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CCWA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

JNBA Financial Advisors's NMZ Position: Q2 2017 in Review

JNBA Financial Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2017, closing a stake of 653 shares — an estimated $9K sold.

JNBA Financial Advisors first reported a position in NMZ in Q1 2014 and held it in 12 quarters. The position peaked at $10K in Q2 2016. 51 funds tracked by Wall St. Rank hold NMZ as of Q2 2017.

JNBA Financial Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2017 after selling out during the quarter.
JNBA Financial Advisors sold 653 Nuveen Municipal High Income Opportunity Fund shares in Q2 2017, an estimated $9K.
JNBA Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2014 and held it in 12 quarters.
JNBA Financial Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $10K in Q2 2016.
51 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2017.

Based on JNBA Financial Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.