Security National Trust’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Security National Trust’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
2013 Q4	–	Sell	-900	Closed	-$12K	–	556
2013 Q3	$12K	Hold	900	–	–	0.01%	381
2013 Q2	$13K	Buy	+900	New	+$13.1K	0.01%	358

Other funds holding NIO

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Security National Trust's NIO Position: Q4 2013 in Review

Security National Trust sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q4 2013, closing a stake of 900 shares — an estimated $12K sold.

Security National Trust first reported a position in NIO in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q2 2013. 92 funds tracked by Wall St. Rank hold NIO as of Q4 2013.

Security National Trust reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q4 2013 after selling out during the quarter.
Security National Trust sold 900 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q4 2013, an estimated $12K.
Security National Trust first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q2 2013 and held it in 2 quarters.
Security National Trust's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $13K in Q2 2013.
92 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q4 2013.

Based on Security National Trust's 13F filing for Q4 2013, filed 31 Jan 2014.