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SFI Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

SFI Advisors’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,707
Closed -$120K – 88
2022
Q3 		$120K Hold
11,707
– – 0.14% 61
2022
Q2 		$130K Hold
11,707
– – 0.14% 57
2022
Q1 		$182K Hold
11,707
– – 0.11% 57
2021
Q4 		$182K Buy
+11,707
New +$185K 0.16% 59

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SFI Advisors's NDMO Position: Q4 2022 in Review

SFI Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q4 2022, closing a stake of 11,707 shares — an estimated $120K sold.

SFI Advisors first reported a position in NDMO in Q4 2021 and held it in 4 quarters. The position peaked at $182K in Q1 2022. 55 funds tracked by Wall St. Rank hold NDMO as of Q4 2022.

  • SFI Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • SFI Advisors sold 11,707 Nuveen Dynamic Municipal Opportunities Fund shares in Q4 2022, an estimated $120K.
  • SFI Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and held it in 4 quarters.
  • SFI Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $182K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q4 2022.

Based on SFI Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.