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Optimum Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Optimum Investment Advisors’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
2014
Q3 		– Sell
-1,941
Closed -$26K – 950
2014
Q2 		$26K Buy
+1,941
New +$25.5K 0.01% 614

Other funds holding NMZ

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Optimum Investment Advisors's NMZ Position: Q3 2014 in Review

Optimum Investment Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2014, closing a stake of 1,941 shares — an estimated $26K sold.

Optimum Investment Advisors first reported a position in NMZ in Q2 2014 and held it in 1 quarter. The position peaked at $26K in Q2 2014. 45 funds tracked by Wall St. Rank hold NMZ as of Q3 2014.

  • Optimum Investment Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,941 Nuveen Municipal High Income Opportunity Fund shares in Q3 2014, an estimated $26K.
  • Optimum Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2014 and held it in 1 quarter.
  • Optimum Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $26K in Q2 2014.
  • 45 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2014.

Based on Optimum Investment Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.