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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,601
Closed -$160K 671
2021
Q4
$160K Hold
10,601
0.01% 537
2021
Q3
$156K Buy
+10,601
New +$163K 0.01% 521
2020
Q4
Sell
-3,000
Closed -$40K 1782
2020
Q3
$40K Buy
+3,000
New +$40.4K ﹤0.01% 722

Other funds holding NMZ

Valeo Financial Advisors's NMZ Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2022, closing a stake of 10,601 shares — an estimated $160K sold.

Valeo Financial Advisors first reported a position in NMZ in Q3 2020 and held it in 3 quarters. The position peaked at $160K in Q4 2021. 112 funds tracked by Wall St. Rank hold NMZ as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 10,601 Nuveen Municipal High Income Opportunity Fund shares in Q1 2022, an estimated $160K.
  • Valeo Financial Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $160K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.