Partnervest Advisory Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Partnervest Advisory Services’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
2019 Q4	–	Sell	-13,880	Closed	-$198K	–	266
2019 Q3	$198K	Buy	+13,880	New	+$197K	0.07%	219
2019 Q2	–	Sell	-11,300	Closed	-$153K	–	264
2019 Q1	$153K	Buy	+11,300	New	+$144K	0.06%	214

Other funds holding NMZ

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Partnervest Advisory Services's NMZ Position: Q4 2019 in Review

Partnervest Advisory Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2019, closing a stake of 13,880 shares — an estimated $198K sold.

Partnervest Advisory Services first reported a position in NMZ in Q1 2019 and held it in 2 quarters. The position peaked at $198K in Q3 2019. 94 funds tracked by Wall St. Rank hold NMZ as of Q4 2019.

Partnervest Advisory Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2019 after selling out during the quarter.
Partnervest Advisory Services sold 13,880 Nuveen Municipal High Income Opportunity Fund shares in Q4 2019, an estimated $198K.
Partnervest Advisory Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2019 and held it in 2 quarters.
Partnervest Advisory Services's Nuveen Municipal High Income Opportunity Fund position peaked at $198K in Q3 2019.
94 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2019.

Based on Partnervest Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.