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Thomas J. Herzfeld Advisors’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Thomas J. Herzfeld Advisors’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
2022
Q1 		– Sell
-12,031
Closed -$200K – 346
2021
Q4 		$200K Buy
+12,031
New +$190K 0.07% 101

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Thomas J. Herzfeld Advisors's NDMO Position: Q1 2022 in Review

Thomas J. Herzfeld Advisors sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q1 2022, closing a stake of 12,031 shares — an estimated $200K sold.

Thomas J. Herzfeld Advisors first reported a position in NDMO in Q4 2021 and held it in 1 quarter. The position peaked at $200K in Q4 2021. 34 funds tracked by Wall St. Rank hold NDMO as of Q1 2022.

  • Thomas J. Herzfeld Advisors reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 12,031 Nuveen Dynamic Municipal Opportunities Fund shares in Q1 2022, an estimated $200K.
  • Thomas J. Herzfeld Advisors first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Nuveen Dynamic Municipal Opportunities Fund position peaked at $200K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q1 2022.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2022, filed 16 May 2022.