Mariner Independent Advisor Network’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Mariner Independent Advisor Network’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
2020 Q1	–	Sell	-33,605	Closed	-$477K	–	390
2019 Q4	$477K	Hold	33,605	–	–	0.03%	316
2019 Q3	$480K	Hold	33,605	–	–	0.04%	320
2019 Q2	$469K	Hold	33,605	–	–	0.04%	318
2019 Q1	$455K	Hold	33,605	–	–	0.04%	308
2018 Q4	$391K	Buy	+33,605	New	+$397K	0.03%	314
2018 Q3	–	Sell	-33,605	Closed	-$425K	–	265
2018 Q2	$425K	Sell	33,605 -1,496	-4%	-$18.7K	0.08%	130
2018 Q1	$438K	Hold	35,101	–	–	0.03%	301
2017 Q4	$478K	Buy	35,101 +1,601	+5%	+$21.9K	0.05%	247
2017 Q3	$456K	Hold	33,500	–	–	0.07%	139
2017 Q2	$449K	Buy	+33,500	New	+$447K	0.06%	162
2017 Q1	–	Sell	-35,750	Closed	-$458K	–	318
2016 Q4	$458K	Buy	+35,750	New	+$473K	0.07%	134

Other funds holding NMZ

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Mariner Independent Advisor Network's NMZ Position: Q1 2020 in Review

Mariner Independent Advisor Network sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2020, closing a stake of 33,605 shares — an estimated $477K sold.

Mariner Independent Advisor Network first reported a position in NMZ in Q4 2016 and held it in 11 quarters. The position peaked at $480K in Q3 2019. 94 funds tracked by Wall St. Rank hold NMZ as of Q1 2020.

Mariner Independent Advisor Network reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2020 after selling out during the quarter.
Mariner Independent Advisor Network sold 33,605 Nuveen Municipal High Income Opportunity Fund shares in Q1 2020, an estimated $477K.
Mariner Independent Advisor Network first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2016 and held it in 11 quarters.
Mariner Independent Advisor Network's Nuveen Municipal High Income Opportunity Fund position peaked at $480K in Q3 2019.
94 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2020.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2020, filed 5 May 2020.