Security National Trust’s NUVEEN MUNI MARKET OPPORT FUND NMO Stock Holding History

Security National Trust’s Portfolio NMO Stock Details NMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-6,900	Closed	-$89K	–	497
2015 Q2	$89K	Hold	6,900	–	–	0.03%	236
2015 Q1	$95K	Hold	6,900	–	–	0.03%	235
2014 Q4	$94K	Sell	6,900 -500	-7%	-$6.74K	0.03%	228
2014 Q3	$98K	Hold	7,400	–	–	0.04%	219
2014 Q2	$99K	Hold	7,400	–	–	0.04%	221
2014 Q1	$94K	Hold	7,400	–	–	0.04%	226
2013 Q4	$89K	Buy	7,400 +6,900	+1,380%	+$82.3K	0.04%	225
2013 Q3	$6K	Buy	500 +286	+134%	+$3.46K	﹤0.01%	437
2013 Q2	$3K	Buy	+214	New	+$2.97K	﹤0.01%	477

Other funds holding NMO

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

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

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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