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

USCA RIA’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
2013
Q3 		– Sell
-41,614
Closed -$528K – 258
2013
Q2 		$528K Buy
+41,614
New +$556K 0.27% 106

Other funds holding NMZ

FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

USCA RIA's NMZ Position: Q3 2013 in Review

USCA RIA sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2013, closing a stake of 41,614 shares — an estimated $528K sold.

USCA RIA first reported a position in NMZ in Q2 2013 and held it in 1 quarter. The position peaked at $528K in Q2 2013. 40 funds tracked by Wall St. Rank hold NMZ as of Q3 2013.

  • USCA RIA reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2013 after selling out during the quarter.
  • USCA RIA sold 41,614 Nuveen Municipal High Income Opportunity Fund shares in Q3 2013, an estimated $528K.
  • USCA RIA first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and held it in 1 quarter.
  • USCA RIA's Nuveen Municipal High Income Opportunity Fund position peaked at $528K in Q2 2013.
  • 40 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2013.

Based on USCA RIA's 13F filing for Q3 2013, filed 14 Nov 2013.