Samalin Investment Counsel’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Samalin Investment Counsel’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
2023 Q2	–	Sell	-12,861	Closed	-$139K	–	285
2023 Q1	$139K	Sell	12,861 -17,146	-57%	-$181K	0.08%	235
2022 Q4	$310K	Sell	30,007 -3,657	-11%	-$38.2K	0.2%	149
2022 Q3	$346K	Sell	33,664 -900	-3%	-$10.6K	0.25%	124
2022 Q2	$404K	Buy	34,564 +3,864	+13%	+$46.4K	0.28%	110
2022 Q1	$399K	Buy	30,700 +4,445	+17%	+$61.8K	0.24%	129
2021 Q4	$397K	Buy	26,255 +1,159	+5%	+$17.2K	0.24%	131
2021 Q3	$370K	Sell	25,096 -185	-0.7%	-$2.85K	0.24%	141
2021 Q2	$389K	Sell	25,281 -3,364	-12%	-$50.2K	0.25%	135
2021 Q1	$413K	Buy	28,645 +2,266	+9%	+$32.5K	0.28%	115
2020 Q4	$380K	Buy	26,379 +1,374	+5%	+$18.8K	0.29%	109
2020 Q3	$337K	Buy	25,005 +723	+3%	+$9.74K	0.3%	106
2020 Q2	$320K	Sell	24,282 -375	-2%	-$4.71K	0.34%	98
2020 Q1	$306K	Sell	24,657 -3,654	-13%	-$50.6K	0.41%	76
2019 Q4	$401K	Buy	+28,311	New	+$402K	0.34%	78

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Samalin Investment Counsel's NMZ Position: Q2 2023 in Review

Samalin Investment Counsel sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 12,861 shares — an estimated $139K sold.

Samalin Investment Counsel first reported a position in NMZ in Q4 2019 and held it in 14 quarters. The position peaked at $413K in Q1 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

Samalin Investment Counsel reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
Samalin Investment Counsel sold 12,861 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $139K.
Samalin Investment Counsel first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2019 and held it in 14 quarters.
Samalin Investment Counsel's Nuveen Municipal High Income Opportunity Fund position peaked at $413K in Q1 2021.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on Samalin Investment Counsel's 13F filing for Q2 2023, filed 3 Aug 2023.