Pathstone Family Office
NMO

Pathstone Family Office’s NUVEEN MUNI MARKET OPPORT FUND NMO Stock Holding History

Pathstone Family Office’s Portfolio NMO Stock Details NMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,759
Closed -$48K – 394
2013
Q3 		$48K Buy
+3,759
New +$45.4K 0.21% 78

Other funds holding NMO

Karpus Investment Management
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Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Horizon Kinetics
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

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

Pathstone Family Office sold out of NUVEEN MUNI MARKET OPPORT FUND (NMO) in Q4 2013, closing a stake of 3,759 shares — an estimated $48K sold.

Pathstone Family Office first reported a position in NMO in Q3 2013 and held it in 1 quarter. The position peaked at $48K in Q3 2013. 67 funds tracked by Wall St. Rank hold NMO as of Q4 2013.

  • Pathstone Family Office reported no remaining NUVEEN MUNI MARKET OPPORT FUND position as of Q4 2013 after selling out during the quarter.
  • Pathstone Family Office sold 3,759 NUVEEN MUNI MARKET OPPORT FUND shares in Q4 2013, an estimated $48K.
  • Pathstone Family Office first reported a position in NUVEEN MUNI MARKET OPPORT FUND in Q3 2013 and held it in 1 quarter.
  • Pathstone Family Office's NUVEEN MUNI MARKET OPPORT FUND position peaked at $48K in Q3 2013.
  • 67 funds tracked by Wall St. Rank held NUVEEN MUNI MARKET OPPORT FUND as of Q4 2013.

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