Sequoia Financial Advisors’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Sequoia Financial Advisors’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
2016 Q1	–	Sell	-102,263	Closed	-$1.47M	–	218
2015 Q4	$1.47M	Buy	102,263 +3,250	+3%	+$45.7K	0.59%	38
2015 Q3	$1.4M	Buy	99,013 +8,062	+9%	+$112K	0.61%	36
2015 Q2	$1.24M	Buy	90,951 +5,395	+6%	+$76.4K	0.52%	43
2015 Q1	$1.26M	Buy	85,556 +10,120	+13%	+$147K	0.58%	38
2014 Q4	$1.11M	Buy	75,436 +10,662	+16%	+$154K	0.76%	32
2014 Q3	$923K	Buy	64,774 +1,233	+2%	+$17.4K	0.64%	37
2014 Q2	$897K	Buy	63,541 +1,231	+2%	+$17.3K	0.68%	33
2014 Q1	$857K	Buy	62,310 +27,887	+81%	+$379K	0.71%	26
2013 Q4	$455K	Buy	+34,423	New	+$442K	0.38%	73

Other funds holding NIO

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

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

PPA

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

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

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Sequoia Financial Advisors's NIO Position: Q1 2016 in Review

Sequoia Financial Advisors sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q1 2016, closing a stake of 102,263 shares — an estimated $1.47M sold.

Sequoia Financial Advisors first reported a position in NIO in Q4 2013 and held it in 9 quarters. The position peaked at $1.47M in Q4 2015. 109 funds tracked by Wall St. Rank hold NIO as of Q1 2016.

Sequoia Financial Advisors reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q1 2016 after selling out during the quarter.
Sequoia Financial Advisors sold 102,263 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q1 2016, an estimated $1.47M.
Sequoia Financial Advisors first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q4 2013 and held it in 9 quarters.
Sequoia Financial Advisors's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $1.47M in Q4 2015.
109 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q1 2016.

Based on Sequoia Financial Advisors's 13F filing for Q1 2016, filed 9 Jun 2016.