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Robertson Stephens Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-11,688
Closed -$120K – 426
2022
Q3 		$120K Hold
11,688
– – 0.01% 348
2022
Q2 		$137K Buy
+11,688
New +$140K 0.01% 361

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OIA
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VanEck Associates
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MPW
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Robertson Stephens Wealth Management's NMZ Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 11,688 shares — an estimated $120K sold.

Robertson Stephens Wealth Management first reported a position in NMZ in Q2 2022 and held it in 2 quarters. The position peaked at $137K in Q2 2022. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

  • Robertson Stephens Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 11,688 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $120K.
  • Robertson Stephens Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $137K in Q2 2022.
  • 127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.