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Planning Alternatives’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Planning Alternatives’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
2016
Q1 		– Sell
-13,687
Closed -$189K – 55
2015
Q4 		$189K Buy
+13,687
New +$186K 0.04% 48

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RCM
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CCWA
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Morgan Stanley
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Planning Alternatives's NMZ Position: Q1 2016 in Review

Planning Alternatives sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2016, closing a stake of 13,687 shares — an estimated $189K sold.

Planning Alternatives first reported a position in NMZ in Q4 2015 and held it in 1 quarter. The position peaked at $189K in Q4 2015. 45 funds tracked by Wall St. Rank hold NMZ as of Q1 2016.

  • Planning Alternatives reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2016 after selling out during the quarter.
  • Planning Alternatives sold 13,687 Nuveen Municipal High Income Opportunity Fund shares in Q1 2016, an estimated $189K.
  • Planning Alternatives first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2015 and held it in 1 quarter.
  • Planning Alternatives's Nuveen Municipal High Income Opportunity Fund position peaked at $189K in Q4 2015.
  • 45 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2016.

Based on Planning Alternatives's 13F filing for Q1 2016, filed 4 May 2016.