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SFS
Sowell Financial Services’s
Nuveen Municipal High Income Opportunity Fund
NMZ
Stock Holding History
Sowell Financial Services’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
2023
Q2
–
Sell
-10,547
Closed
-$114K
–
737
2023
Q1
$114K
Buy
+10,547
New
+$111K
0.01%
727
2021
Q2
–
Sell
-2,950
Closed
-$45K
–
1957
2021
Q1
$45K
Buy
2,950
+50
+2%
+$718
﹤0.01%
1703
2020
Q4
$42K
Buy
2,900
+53
+2%
+$723
﹤0.01%
1460
2020
Q3
$38K
Buy
2,847
+39
+1%
+$526
﹤0.01%
1308
2020
Q2
$37K
Buy
2,808
+40
+1%
+$503
﹤0.01%
1264
2020
Q1
$34K
Buy
2,768
+23
+0.8%
+$318
﹤0.01%
1184
2019
Q4
$39K
Sell
2,745
-1,150
-30%
-$16.3K
﹤0.01%
1225
2019
Q3
$56K
Buy
+3,895
New
+$55.3K
﹤0.01%
970
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$263M AUM
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1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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