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United Capital Financial Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

United Capital Financial 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
2022
Q4 		– Sell
-11,817
Closed -$121K – 1089
2022
Q3 		$121K Buy
+11,817
New +$139K ﹤0.01% 1048
2021
Q4 		– Sell
-14,367
Closed -$212K – 1233
2021
Q3 		$212K Buy
+14,367
New +$221K ﹤0.01% 1127

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United Capital Financial Advisors's NMZ Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2022, closing a stake of 11,817 shares — an estimated $121K sold.

United Capital Financial Advisors first reported a position in NMZ in Q3 2021 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 127 funds tracked by Wall St. Rank hold NMZ as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,817 Nuveen Municipal High Income Opportunity Fund shares in Q4 2022, an estimated $121K.
  • United Capital Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2021 and held it in 2 quarters.
  • United Capital Financial Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $212K in Q3 2021.
  • 127 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.