Karpus Investment Management’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Karpus Investment Management’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-70,299	Closed	-$991K	–	216
2015 Q3	$991K	Hold	70,299	–	–	0.05%	154
2015 Q2	$957K	Buy	+70,299	New	+$995K	0.04%	153
2014 Q4	–	Sell	-77,936	Closed	-$1.11M	–	207
2014 Q3	$1.11M	Sell	77,936 -2,000	-3%	-$28.1K	0.05%	132
2014 Q2	$1.13M	Sell	79,936 -1,150	-1%	-$16.1K	0.05%	124
2014 Q1	$1.12M	Sell	81,086 -66,509	-45%	-$905K	0.06%	140
2013 Q4	$1.95M	Buy	147,595 +93,495	+173%	+$1.2M	0.11%	115
2013 Q3	$703K	Sell	54,100 -10,700	-17%	-$139K	0.04%	144
2013 Q2	$907K	Buy	+64,800	New	+$945K	0.06%	108

Other funds holding NIO

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Karpus Investment Management's NIO Position: Q4 2015 in Review

Karpus Investment Management sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2015, closing a stake of 70,299 shares — an estimated $991K sold.

Karpus Investment Management first reported a position in NIO in Q2 2013 and held it in 8 quarters. The position peaked at $1.95M in Q4 2013. 118 funds tracked by Wall St. Rank hold NIO as of Q4 2015.

Karpus Investment Management reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2015 after selling out during the quarter.
Karpus Investment Management sold 70,299 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2015, an estimated $991K.
Karpus Investment Management first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q2 2013 and held it in 8 quarters.
Karpus Investment Management's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $1.95M in Q4 2013.
118 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2015.

Based on Karpus Investment Management's 13F filing for Q4 2015, filed 12 Feb 2016.