PFO
NIO

Pathstone Family Office’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Pathstone Family Office’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
-15,475
Closed -$200K – 370
2013
Q3 		$200K Buy
+15,475
New +$202K 0.87% 16

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 $2.73B AUM 2.13% 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

Pathstone Family Office's NIO Position: Q4 2013 in Review

Pathstone Family Office sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2013, closing a stake of 15,475 shares — an estimated $200K sold.

Pathstone Family Office first reported a position in NIO in Q3 2013 and held it in 1 quarter. The position peaked at $200K in Q3 2013. 92 funds tracked by Wall St. Rank hold NIO as of Q4 2013.

  • Pathstone Family Office reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 15,475 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2013, an estimated $200K.
  • Pathstone Family Office first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $200K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2013.

Based on Pathstone Family Office's 13F filing for Q4 2013, filed 4 Feb 2014.