Smith & Howard Wealth Management’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Smith & Howard Wealth Management’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
2014 Q1	–	Sell	-2,000	Closed	-$24K	–	159
2013 Q4	$24K	Hold	2,000	–	–	0.01%	149
2013 Q3	$23K	Hold	2,000	–	–	0.01%	147
2013 Q2	$25K	Buy	+2,000	New	+$26.7K	0.02%	120

Other funds holding NMZ

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AAM

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

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

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Smith & Howard Wealth Management's NMZ Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2014, closing a stake of 2,000 shares — an estimated $24K sold.

Smith & Howard Wealth Management first reported a position in NMZ in Q2 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2013. 41 funds tracked by Wall St. Rank hold NMZ as of Q1 2014.

Smith & Howard Wealth Management reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2014 after selling out during the quarter.
Smith & Howard Wealth Management sold 2,000 Nuveen Municipal High Income Opportunity Fund shares in Q1 2014, an estimated $24K.
Smith & Howard Wealth Management first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and held it in 3 quarters.
Smith & Howard Wealth Management's Nuveen Municipal High Income Opportunity Fund position peaked at $25K in Q2 2013.
41 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.