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TFO Wealth Partners’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

TFO Wealth Partners’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,000
Closed -$63K – 172
2020
Q4 		$63K Buy
+4,000
New +$60.4K 0.02% 41

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WS
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TFO Wealth Partners's NDMO Position: Q1 2021 in Review

TFO Wealth Partners sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2021, closing a stake of 4,000 shares — an estimated $63K sold.

TFO Wealth Partners first reported a position in NDMO in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 16 funds tracked by Wall St. Rank hold NDMO as of Q1 2021.

  • TFO Wealth Partners reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 4,000 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2021, an estimated $63K.
  • TFO Wealth Partners first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Nuveen Dynamic Municipal Opportunities Fund position peaked at $63K in Q4 2020.
  • 16 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.