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Salomon & Ludwin’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-678
Closed -$8K – 170
2020
Q1 		$8K Hold
678
– – ﹤0.01% 175
2019
Q4 		$10K Hold
678
– – ﹤0.01% 181
2019
Q3 		$10K Hold
678
– – ﹤0.01% 168
2019
Q2 		$9K Sell
678
-339
-33% -$4.66K ﹤0.01% 167
2019
Q1 		$14K Buy
+1,017
New +$12.9K ﹤0.01% 144

Other funds holding NMZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Salomon & Ludwin's NMZ Position: Q2 2020 in Review

Salomon & Ludwin sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2020, closing a stake of 678 shares — an estimated $8K sold.

Salomon & Ludwin first reported a position in NMZ in Q1 2019 and held it in 5 quarters. The position peaked at $14K in Q1 2019. 86 funds tracked by Wall St. Rank hold NMZ as of Q2 2020.

  • Salomon & Ludwin reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2020 after selling out during the quarter.
  • Salomon & Ludwin sold 678 Nuveen Municipal High Income Opportunity Fund shares in Q2 2020, an estimated $8K.
  • Salomon & Ludwin first reported a position in Nuveen Municipal High Income Opportunity Fund in Q1 2019 and held it in 5 quarters.
  • Salomon & Ludwin's Nuveen Municipal High Income Opportunity Fund position peaked at $14K in Q1 2019.
  • 86 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2020.

Based on Salomon & Ludwin's 13F filing for Q2 2020, filed 17 Jul 2020.