SSWM
NMO

Sheets Smith Wealth Management’s NUVEEN MUNI MARKET OPPORT FUND NMO Stock Holding History

Sheets Smith Wealth Management’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
2016
Q2 		– Sell
-10,213
Closed -$145K – 277
2016
Q1 		$145K Sell
10,213
-457
-4% -$6.41K 0.04% 228
2015
Q4 		$147K Buy
10,670
+43
+0.4% +$574 0.04% 222
2015
Q3 		$139K Buy
10,627
+44
+0.4% +$573 0.05% 202
2015
Q2 		$137K Buy
10,583
+545
+5% +$7.28K 0.04% 230
2015
Q1 		$138K Sell
10,038
-458
-4% -$6.29K 0.04% 234
2014
Q4 		$143K Sell
10,496
-83
-0.8% -$1.12K 0.04% 239
2014
Q3 		$140K Buy
10,579
+45
+0.4% +$593 0.04% 235
2014
Q2 		$141K Buy
10,534
+94
+0.9% +$1.24K 0.04% 255
2014
Q1 		$133K Buy
10,440
+120
+1% +$1.51K 0.04% 241
2013
Q4 		$124K Buy
10,320
+140
+1% +$1.67K 0.03% 257
2013
Q3 		$125K Sell
10,180
-352
-3% -$4.25K 0.04% 230
2013
Q2 		$137K Buy
+10,532
New +$146K 0.05% 221

Other funds holding NMO

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sheets Smith Wealth Management's NMO Position: Q2 2016 in Review

Sheets Smith Wealth Management sold out of NUVEEN MUNI MARKET OPPORT FUND (NMO) in Q2 2016, closing a stake of 10,213 shares — an estimated $145K sold.

Sheets Smith Wealth Management first reported a position in NMO in Q2 2013 and held it in 12 quarters. The position peaked at $147K in Q4 2015. 65 funds tracked by Wall St. Rank hold NMO as of Q2 2016.

  • Sheets Smith Wealth Management reported no remaining NUVEEN MUNI MARKET OPPORT FUND position as of Q2 2016 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,213 NUVEEN MUNI MARKET OPPORT FUND shares in Q2 2016, an estimated $145K.
  • Sheets Smith Wealth Management first reported a position in NUVEEN MUNI MARKET OPPORT FUND in Q2 2013 and held it in 12 quarters.
  • Sheets Smith Wealth Management's NUVEEN MUNI MARKET OPPORT FUND position peaked at $147K in Q4 2015.
  • 65 funds tracked by Wall St. Rank held NUVEEN MUNI MARKET OPPORT FUND as of Q2 2016.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2016, filed 15 Aug 2016.