RIA
NIO

Regal Investment Advisors’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Regal Investment Advisors’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
2015
Q4 		– Sell
-2,130
Closed -$30K – 1051
2015
Q3 		$30K Buy
+2,130
New +$29.6K 0.01% 495

Other funds holding NIO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Regal Investment Advisors's NIO Position: Q4 2015 in Review

Regal Investment Advisors sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2015, closing a stake of 2,130 shares — an estimated $30K sold.

Regal Investment Advisors first reported a position in NIO in Q3 2015 and held it in 1 quarter. The position peaked at $30K in Q3 2015. 118 funds tracked by Wall St. Rank hold NIO as of Q4 2015.

  • Regal Investment Advisors reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 2,130 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2015, an estimated $30K.
  • Regal Investment Advisors first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $30K in Q3 2015.
  • 118 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.