TCI Wealth Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-2,417	Closed	-$26.1K	–	1505
2023 Q1	$26.1K	Buy	+2,417	New	+$25.5K	﹤0.01%	609
2017 Q1	–	Sell	-6,502	Closed	-$83K	–	1354
2016 Q4	$83K	Buy	+6,502	New	+$86K	0.04%	252
2013 Q4	–	Sell	-1,735	Closed	-$20K	–	876
2013 Q3	$20K	Hold	1,735	–	–	0.02%	296
2013 Q2	$22K	Buy	+1,735	New	+$23.2K	0.02%	296

Other funds holding NMZ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

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

TCI Wealth Advisors's NMZ Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q2 2023, closing a stake of 2,417 shares — an estimated $26.1K sold.

TCI Wealth Advisors first reported a position in NMZ in Q2 2013 and held it in 4 quarters. The position peaked at $83K in Q4 2016. 112 funds tracked by Wall St. Rank hold NMZ as of Q2 2023.

TCI Wealth Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 2,417 Nuveen Municipal High Income Opportunity Fund shares in Q2 2023, an estimated $26.1K.
TCI Wealth Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and held it in 4 quarters.
TCI Wealth Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $83K in Q4 2016.
112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.