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MBA Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

MBA Advisors’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
Q4 		– Sell
-11,248
Closed -$116K – 126
2022
Q3 		$116K Hold
11,248
– – 0.08% 121
2022
Q2 		$132K Sell
11,248
-217
-2% -$2.61K 0.09% 127
2022
Q1 		$149K Sell
11,465
-2,175
-16% -$30.3K 0.09% 146
2021
Q4 		$206K Sell
13,640
-3,132
-19% -$46.4K 0.13% 148
2021
Q3 		$248K Buy
+16,772
New +$258K 0.18% 117

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Osaic Holdings
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LPL Financial
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OIA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MPW
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MBA Advisors's NMZ Position: Q4 2022 in Review

MBA Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 11,248 shares — an estimated $116K sold.

MBA Advisors first reported a position in NMZ in Q3 2021 and held it in 5 quarters. The position peaked at $248K in Q3 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

  • MBA Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • MBA Advisors sold 11,248 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $116K.
  • MBA Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and held it in 5 quarters.
  • MBA Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $248K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on MBA Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.