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Kiley Juergens Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-1,471
Closed -$20K – 418
2017
Q4 		$20K Buy
+1,471
New +$20.1K 0.02% 348

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Morgan Stanley
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Commonwealth Equity Services
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Kiley Juergens Wealth Management's NMZ Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2018, closing a stake of 1,471 shares — an estimated $20K sold.

Kiley Juergens Wealth Management first reported a position in NMZ in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 67 funds tracked by Wall St. Rank hold NMZ as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 1,471 Nuveen Municipal High Income Opportunity Fund shares in Q1 2018, an estimated $20K.
  • Kiley Juergens Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $20K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.