Parcion Private Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Parcion Private Wealth’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 Q2	–	Sell	-21,504	Closed	-$310K	–	200
2021 Q1	$310K	Hold	21,504	–	–	0.04%	165
2020 Q4	$310K	Hold	21,504	–	–	0.04%	156
2020 Q3	$289K	Hold	21,504	–	–	0.04%	153
2020 Q2	$286K	Sell	21,504 -6,318	-23%	-$79.4K	0.05%	156
2020 Q1	$346K	Sell	27,822 -1,178	-4%	-$16.3K	0.1%	123
2019 Q4	$412K	Buy	+29,000	New	+$412K	0.09%	128

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parcion Private Wealth's NMZ Position: Q2 2021 in Review

Parcion Private Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2021, closing a stake of 21,504 shares — an estimated $310K sold.

Parcion Private Wealth first reported a position in NMZ in Q4 2019 and held it in 6 quarters. The position peaked at $412K in Q4 2019. 107 funds tracked by Wall St. Rank hold NMZ as of Q2 2021.

Parcion Private Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2021 after selling out during the quarter.
Parcion Private Wealth sold 21,504 Nuveen Municipal High Income Opportunity Fund shares in Q2 2021, an estimated $310K.
Parcion Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and held it in 6 quarters.
Parcion Private Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $412K in Q4 2019.
107 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2021.

Based on Parcion Private Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.