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Wagner Wealth Management (South Carolina)’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$24K Hold
1,900
– – 0.02% 329
2018
Q2 		$24K Hold
1,900
– – 0.02% 298
2018
Q1 		$24K Hold
1,900
– – 0.02% 274
2017
Q4 		$26K Buy
+1,900
New +$25.9K 0.02% 274

Other funds holding NMZ

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
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

Wagner Wealth Management (South Carolina)'s NMZ Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Nuveen Municipal High Income Opportunity Fund (NMZ) position steady in Q3 2018 at 1,900 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #329.

Wagner Wealth Management (South Carolina) first reported a position in NMZ in Q4 2017 and has held it in 4 quarters since. The position peaked at $26K in Q4 2017. 68 funds tracked by Wall St. Rank hold NMZ as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,900 shares of Nuveen Municipal High Income Opportunity Fund worth $24K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Nuveen Municipal High Income Opportunity Fund share count unchanged in Q3 2018.
  • Nuveen Municipal High Income Opportunity Fund made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #329 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Nuveen Municipal High Income Opportunity Fund position peaked at $26K in Q4 2017.
  • 68 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.