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McKinley Carter Wealth Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-1,289
Closed -$16K – 304
2018
Q1 		$16K Buy
+1,289
New +$16.9K 0.01% 346

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McKinley Carter Wealth Services's NMZ Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2018, closing a stake of 1,289 shares — an estimated $16K sold.

McKinley Carter Wealth Services first reported a position in NMZ in Q1 2018 and held it in 1 quarter. The position peaked at $16K in Q1 2018. 71 funds tracked by Wall St. Rank hold NMZ as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,289 Nuveen Municipal High Income Opportunity Fund shares in Q2 2018, an estimated $16K.
  • McKinley Carter Wealth Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Nuveen Municipal High Income Opportunity Fund position peaked at $16K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.