Nine Masts Capital’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Nine Masts Capital’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
2024 Q3	–	Sell	-193,822	Closed	-$2.09M	–	156
2024 Q2	$2.09M	Sell	193,822 -8,075	-4%	-$84.8K	0.63%	28
2024 Q1	$2.13M	Buy	+201,897	New	+$2.05M	0.56%	30
2018 Q4	–	Sell	-51,500	Closed	-$646K	–	291
2018 Q3	$646K	Buy	+51,500	New	+$663K	0.18%	130

Other funds holding NMZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return

Nine Masts Capital's NMZ Position: Q3 2024 in Review

Nine Masts Capital sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2024, closing a stake of 193,822 shares — an estimated $2.09M sold.

Nine Masts Capital first reported a position in NMZ in Q3 2018 and held it in 3 quarters. The position peaked at $2.13M in Q1 2024. 122 funds tracked by Wall St. Rank hold NMZ as of Q3 2024.

Nine Masts Capital reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2024 after selling out during the quarter.
Nine Masts Capital sold 193,822 Nuveen Municipal High Income Opportunity Fund shares in Q3 2024, an estimated $2.09M.
Nine Masts Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2018 and held it in 3 quarters.
Nine Masts Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $2.13M in Q1 2024.
122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2024.

Based on Nine Masts Capital's 13F filing for Q3 2024, filed 12 Nov 2024.