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	$182	Hold	11,707	–	–	0.11%	57
2021 Q4	$182K	Buy	+11,707	New	+$185K	0.16%	59

Other funds holding NDMO

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

AAM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 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 Q4 2021. 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 Q4 2021.
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.