U
NMZ icon

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

UBS’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
2014
Q3 		$11.1M Buy
853,108
+104,407
+14% +$1.35M 0.01% 1376
2014
Q2 		$9.92M Buy
748,701
+99,590
+15% +$1.31M 0.01% 1381
2014
Q1 		$8.26M Buy
649,111
+44,062
+7% +$553K 0.01% 1405
2013
Q4 		$7.26M Buy
605,049
+526,339
+669% +$6.14M 0.01% 1534
2013
Q3 		$919K Buy
78,710
+56,837
+260% +$660K ﹤0.01% 3445
2013
Q2 		$277K Buy
+21,873
New +$292K ﹤0.01% 4739

Other funds holding NMZ

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

UBS's NMZ Position: Q3 2014 in Review

UBS increased its Nuveen Municipal High Income Opportunity Fund (NMZ) stake by 14% in Q3 2014, buying an estimated $1.35M and bringing the position to 853,108 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #1376.

UBS first reported a position in NMZ in Q2 2013 and has held it in 6 quarters since. 45 funds tracked by Wall St. Rank hold NMZ as of Q3 2014.

  • UBS held 853,108 shares of Nuveen Municipal High Income Opportunity Fund worth $11.1M as of Q3 2014.
  • UBS bought 104,407 Nuveen Municipal High Income Opportunity Fund shares in Q3 2014, an estimated $1.35M.
  • Nuveen Municipal High Income Opportunity Fund made up 0.01% of UBS's portfolio in Q3 2014, its #1376 holding.
  • UBS first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and has held it in 6 quarters since.
  • 45 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.