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Personal CFO Solutions’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Personal CFO Solutions’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
2022
Q3 		– Sell
-22,001
Closed -$257K – 453
2022
Q2 		$257K Buy
22,001
+4,001
+22% +$48.1K 0.06% 307
2022
Q1 		$234K Buy
+18,000
New +$250K 0.05% 400

Other funds holding NMZ

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Personal CFO Solutions's NMZ Position: Q3 2022 in Review

Personal CFO Solutions sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2022, closing a stake of 22,001 shares — an estimated $257K sold.

Personal CFO Solutions first reported a position in NMZ in Q1 2022 and held it in 2 quarters. The position peaked at $257K in Q2 2022. 121 funds tracked by Wall St. Rank hold NMZ as of Q3 2022.

  • Personal CFO Solutions reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 22,001 Nuveen Municipal High Income Opportunity Fund shares in Q3 2022, an estimated $257K.
  • Personal CFO Solutions first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2022 and held it in 2 quarters.
  • Personal CFO Solutions's Nuveen Municipal High Income Opportunity Fund position peaked at $257K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2022.

Based on Personal CFO Solutions's 13F filing for Q3 2022, filed 1 Nov 2022.