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Money Concepts Capital’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Money Concepts Capital’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,077
Closed -$100K – 2008
2022
Q4 		$100K Buy
+10,077
New +$102K ﹤0.01% 962

Other funds holding NDMO

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Bank of America
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Money Concepts Capital's NDMO Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2023, closing a stake of 10,077 shares — an estimated $100K sold.

Money Concepts Capital first reported a position in NDMO in Q4 2022 and held it in 1 quarter. The position peaked at $100K in Q4 2022. 48 funds tracked by Wall St. Rank hold NDMO as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 10,077 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2023, an estimated $100K.
  • Money Concepts Capital first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Nuveen Dynamic Municipal Opportunities Fund position peaked at $100K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.