KPCM
NIO

Kings Point Capital Management’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Kings Point Capital 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
2013
Q4 		– Sell
-1,699
Closed -$22K – 282
2013
Q3 		$22K Hold
1,699
– – 0.01% 218
2013
Q2 		$24K Buy
+1,699
New +$24.8K 0.01% 225

Other funds holding NIO

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kings Point Capital Management's NIO Position: Q4 2013 in Review

Kings Point Capital Management sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2013, closing a stake of 1,699 shares — an estimated $22K sold.

Kings Point Capital Management first reported a position in NIO in Q2 2013 and held it in 2 quarters. The position peaked at $24K in Q2 2013. 92 funds tracked by Wall St. Rank hold NIO as of Q4 2013.

  • Kings Point Capital Management reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2013 after selling out during the quarter.
  • Kings Point Capital Management sold 1,699 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2013, an estimated $22K.
  • Kings Point Capital Management first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q2 2013 and held it in 2 quarters.
  • Kings Point Capital Management's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $24K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2013.

Based on Kings Point Capital Management's 13F filing for Q4 2013, filed 13 Feb 2014.