Jones Financial Companies
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Jones Financial Companies’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Jones Financial Companies’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
2022
Q4 		– Sell
-1,987
Closed -$20K – 759
2022
Q3 		$20K Hold
1,987
– – ﹤0.01% 383
2022
Q2 		$23K Hold
1,987
– – ﹤0.01% 394
2022
Q1 		$26K Hold
1,987
– – ﹤0.01% 412
2021
Q4 		$30K Buy
+1,987
New +$29.5K ﹤0.01% 417

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Jones Financial Companies's NMZ Position: Q4 2022 in Review

Jones Financial Companies sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 1,987 shares — an estimated $20K sold.

Jones Financial Companies first reported a position in NMZ in Q4 2021 and held it in 4 quarters. The position peaked at $30K in Q4 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

  • Jones Financial Companies reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Jones Financial Companies sold 1,987 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $20K.
  • Jones Financial Companies first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and held it in 4 quarters.
  • Jones Financial Companies's Nuveen Municipal High Income Opportunity Fund position peaked at $30K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Jones Financial Companies's 13F filing for Q4 2022, filed 13 Feb 2023.