National Planning Corporation’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

National Planning Corporation’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
2017 Q4	–	Sell	-20,708	Closed	-$282K	–	413
2017 Q3	$282K	Sell	20,708 -5,800	-22%	-$78.7K	0.02%	543
2017 Q2	$357K	Buy	26,508 +3,700	+16%	+$49.3K	0.03%	503
2017 Q1	$300K	Sell	22,808 -500	-2%	-$6.51K	0.02%	516
2016 Q4	$304K	Sell	23,308 -15,340	-40%	-$203K	0.02%	499
2016 Q3	$520K	Buy	38,648 +7,340	+23%	+$109K	0.04%	354
2016 Q2	$468K	Hold	31,308	–	–	0.04%	392
2016 Q1	$444K	Hold	31,308	–	–	0.04%	383
2015 Q4	$438K	Sell	31,308 -6,200	-17%	-$84.4K	0.04%	434
2015 Q3	$516K	Hold	37,508	–	–	0.05%	341
2015 Q2	$508K	Sell	37,508 -5,095	-12%	-$68.8K	0.05%	353
2015 Q1	$588K	Sell	42,603 -2,205	-5%	-$30.3K	0.05%	309
2014 Q4	$606K	Hold	44,808	–	–	0.04%	349
2014 Q3	$581K	Hold	44,808	–	–	0.04%	364
2014 Q2	$594K	Hold	44,808	–	–	0.05%	349
2014 Q1	$572K	Buy	44,808 +23,408	+109%	+$294K	0.05%	340
2013 Q4	$257K	Buy	+21,400	New	+$250K	0.02%	564

Other funds holding NMZ

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

National Planning Corporation's NMZ Position: Q4 2017 in Review

National Planning Corporation sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2017, closing a stake of 20,708 shares — an estimated $282K sold.

National Planning Corporation first reported a position in NMZ in Q4 2013 and held it in 16 quarters. The position peaked at $606K in Q4 2014. 54 funds tracked by Wall St. Rank hold NMZ as of Q4 2017.

National Planning Corporation reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
National Planning Corporation sold 20,708 Nuveen Municipal High Income Opportunity Fund shares in Q4 2017, an estimated $282K.
National Planning Corporation first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2013 and held it in 16 quarters.
National Planning Corporation's Nuveen Municipal High Income Opportunity Fund position peaked at $606K in Q4 2014.
54 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.