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Realta Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Realta Investment Advisors’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
2020
Q1 		– Sell
-4,459
Closed -$64K – 1006
2019
Q4 		$64K Buy
4,459
+1,047
+31% +$14.9K 0.02% 608
2019
Q3 		$49K Buy
3,412
+693
+25% +$9.85K 0.01% 680
2019
Q2 		$38K Buy
+2,719
New +$37.4K 0.01% 740

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Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
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VanEck Associates
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Realta Investment Advisors's NMZ Position: Q1 2020 in Review

Realta Investment Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2020, closing a stake of 4,459 shares — an estimated $64K sold.

Realta Investment Advisors first reported a position in NMZ in Q2 2019 and held it in 3 quarters. The position peaked at $64K in Q4 2019. 94 funds tracked by Wall St. Rank hold NMZ as of Q1 2020.

  • Realta Investment Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 4,459 Nuveen Municipal High Income Opportunity Fund shares in Q1 2020, an estimated $64K.
  • Realta Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $64K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.