Truvestments Capital’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Truvestments Capital’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
2020 Q1	–	Sell	-11,000	Closed	-$156K	–	536
2019 Q4	$156K	Hold	11,000	–	–	0.11%	134
2019 Q3	$157K	Sell	11,000 -2,250	-17%	-$32K	0.1%	146
2019 Q2	$185K	Hold	13,250	–	–	0.12%	141
2019 Q1	$179K	Buy	+13,250	New	+$169K	0.14%	114
2018 Q3	$560K	Sell	44,600 -6,500	-13%	-$83.6K	0.27%	97
2018 Q2	$647K	Buy	+51,100	New	+$639K	0.41%	81

Other funds holding NMZ

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truvestments Capital's NMZ Position: Q1 2020 in Review

Truvestments Capital sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2020, closing a stake of 11,000 shares — an estimated $156K sold.

Truvestments Capital first reported a position in NMZ in Q2 2018 and held it in 6 quarters. The position peaked at $647K in Q2 2018. 94 funds tracked by Wall St. Rank hold NMZ as of Q1 2020.

Truvestments Capital reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2020 after selling out during the quarter.
Truvestments Capital sold 11,000 Nuveen Municipal High Income Opportunity Fund shares in Q1 2020, an estimated $156K.
Truvestments Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2018 and held it in 6 quarters.
Truvestments Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $647K in Q2 2018.
94 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2020.

Based on Truvestments Capital's 13F filing for Q1 2020, filed 7 May 2020.