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Waldron Private Wealth’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Waldron Private Wealth’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 		– Sell
-10,364
Closed -$131K – 195
2018
Q2 		$131K Buy
+10,364
New +$130K 0.03% 169

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Waldron Private Wealth's NMZ Position: Q3 2018 in Review

Waldron Private Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q3 2018, closing a stake of 10,364 shares — an estimated $131K sold.

Waldron Private Wealth first reported a position in NMZ in Q2 2018 and held it in 1 quarter. The position peaked at $131K in Q2 2018. 68 funds tracked by Wall St. Rank hold NMZ as of Q3 2018.

  • Waldron Private Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q3 2018 after selling out during the quarter.
  • Waldron Private Wealth sold 10,364 Nuveen Municipal High Income Opportunity Fund shares in Q3 2018, an estimated $131K.
  • Waldron Private Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2018 and held it in 1 quarter.
  • Waldron Private Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $131K in Q2 2018.
  • 68 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q3 2018.

Based on Waldron Private Wealth's 13F filing for Q3 2018, filed 20 Nov 2018.