OIA
NIO

Optimum Investment Advisors’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Optimum Investment Advisors’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,000
Closed -$65K – 789
2013
Q3 		$65K Buy
+5,000
New +$65.1K 0.03% 339

Other funds holding NIO

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Optimum Investment Advisors's NIO Position: Q4 2013 in Review

Optimum Investment Advisors sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2013, closing a stake of 5,000 shares — an estimated $65K sold.

Optimum Investment Advisors first reported a position in NIO in Q3 2013 and held it in 1 quarter. The position peaked at $65K in Q3 2013. 92 funds tracked by Wall St. Rank hold NIO as of Q4 2013.

  • Optimum Investment Advisors reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 5,000 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2013, an estimated $65K.
  • Optimum Investment Advisors first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $65K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.