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

SeaCrest 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 Q3	–	Sell	-7,764	Closed	-$91K	–	1183
2022 Q2	$91K	Buy	+7,764	New	+$93.3K	0.01%	898
2019 Q2	–	Sell	-9,971	Closed	-$135K	–	1378
2019 Q1	$135K	Hold	9,971	–	–	0.02%	591
2018 Q4	$116K	Buy	9,971 +750	+8%	+$8.87K	0.02%	607
2018 Q3	$116K	Hold	9,221	–	–	0.02%	691
2018 Q2	$117K	Hold	9,221	–	–	0.02%	674
2018 Q1	$115K	Hold	9,221	–	–	0.02%	661
2017 Q4	$125K	Buy	+9,221	New	+$126K	0.02%	628

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

OIA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SeaCrest Wealth Management's NMZ Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2022, closing a stake of 7,764 shares — an estimated $91K sold.

SeaCrest Wealth Management first reported a position in NMZ in Q4 2017 and held it in 7 quarters. The position peaked at $135K in Q1 2019. 121 funds tracked by Wall St. Rank hold NMZ as of Q3 2022.

SeaCrest Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 7,764 Nuveen Municipal High Income Opportunity Fund shares in Q3 2022, an estimated $91K.
SeaCrest Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $135K in Q1 2019.
121 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.