SMFS
NMZ icon

Squar Milner Financial Services’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Squar Milner 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
2018
Q3 		– Sell
-2,800
Closed -$35K – 828
2018
Q2 		$35K Buy
+2,800
New +$35K 0.03% 395

Other funds holding NMZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Squar Milner Financial Services's NMZ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2018, closing a stake of 2,800 shares — an estimated $35K sold.

Squar Milner Financial Services first reported a position in NMZ in Q2 2018 and held it in 1 quarter. The position peaked at $35K in Q2 2018. 68 funds tracked by Wall St. Rank hold NMZ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,800 Nuveen Municipal High Income Opportunity Fund shares in Q3 2018, an estimated $35K.
  • Squar Milner Financial Services first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Nuveen Municipal High Income Opportunity Fund position peaked at $35K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.