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Newbridge Financial Services Group’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Newbridge Financial Services Group’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
2021
Q3 		– Sell
-5,746
Closed -$88K – 1546
2021
Q2 		$88K Buy
5,746
+30
+0.5% +$448 0.05% 309
2021
Q1 		$82K Buy
5,716
+19
+0.3% +$273 0.06% 291
2020
Q4 		$82K Buy
5,697
+41
+0.7% +$560 0.07% 244
2020
Q3 		$76K Buy
+5,656
New +$76.2K 0.07% 232

Other funds holding NMZ

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Morgan Stanley
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Newbridge Financial Services Group's NMZ Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2021, closing a stake of 5,746 shares — an estimated $88K sold.

Newbridge Financial Services Group first reported a position in NMZ in Q3 2020 and held it in 4 quarters. The position peaked at $88K in Q2 2021. 114 funds tracked by Wall St. Rank hold NMZ as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5,746 Nuveen Municipal High Income Opportunity Fund shares in Q3 2021, an estimated $88K.
  • Newbridge Financial Services Group first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Nuveen Municipal High Income Opportunity Fund position peaked at $88K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.