Koshinski Asset Management
NMZ icon

Koshinski Asset Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-7,682
Closed -$99.9K – 1490
2022
Q1 		$99.9K Sell
7,682
-697
-8% -$9.69K 0.01% 827
2021
Q4 		$127K Buy
8,379
+99
+1% +$1.47K 0.01% 772
2021
Q3 		$122K Buy
+8,280
New +$127K 0.01% 769

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Koshinski Asset Management's NMZ Position: Q2 2022 in Review

Koshinski Asset Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2022, closing a stake of 7,682 shares — an estimated $99.9K sold.

Koshinski Asset Management first reported a position in NMZ in Q3 2021 and held it in 3 quarters. The position peaked at $127K in Q4 2021. 119 funds tracked by Wall St. Rank hold NMZ as of Q2 2022.

  • Koshinski Asset Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 7,682 Nuveen Municipal High Income Opportunity Fund shares in Q2 2022, an estimated $99.9K.
  • Koshinski Asset Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Nuveen Municipal High Income Opportunity Fund position peaked at $127K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.