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Sheaff Brock Investment Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio NMZ Stock Details NMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-11,212
Closed -$157K – 625
2016
Q1 		$157K Hold
11,212
– – 0.02% 525
2015
Q4 		$155K Buy
+11,212
New +$153K 0.02% 550

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Morgan Stanley
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VanEck Associates
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CCWA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Sheaff Brock Investment Advisors's NMZ Position: Q2 2016 in Review

Sheaff Brock Investment Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2016, closing a stake of 11,212 shares — an estimated $157K sold.

Sheaff Brock Investment Advisors first reported a position in NMZ in Q4 2015 and held it in 2 quarters. The position peaked at $157K in Q1 2016. 45 funds tracked by Wall St. Rank hold NMZ as of Q2 2016.

  • Sheaff Brock Investment Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 11,212 Nuveen Municipal High Income Opportunity Fund shares in Q2 2016, an estimated $157K.
  • Sheaff Brock Investment Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2015 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $157K in Q1 2016.
  • 45 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.