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Paloma Partners’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Paloma Partners’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
2013
Q4 		– Sell
-12,500
Closed -$146K – 1140
2013
Q3 		$146K Buy
12,500
+200
+2% +$2.32K 0.01% 782
2013
Q2 		$156K Buy
+12,300
New +$164K 0.01% 1011

Other funds holding NMZ

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paloma Partners's NMZ Position: Q4 2013 in Review

Paloma Partners sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2013, closing a stake of 12,500 shares — an estimated $146K sold.

Paloma Partners first reported a position in NMZ in Q2 2013 and held it in 2 quarters. The position peaked at $156K in Q2 2013. 44 funds tracked by Wall St. Rank hold NMZ as of Q4 2013.

  • Paloma Partners reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2013 after selling out during the quarter.
  • Paloma Partners sold 12,500 Nuveen Municipal High Income Opportunity Fund shares in Q4 2013, an estimated $146K.
  • Paloma Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and held it in 2 quarters.
  • Paloma Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $156K in Q2 2013.
  • 44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2013.

Based on Paloma Partners's 13F filing for Q4 2013, filed 14 Feb 2014.