Washington Trust Advisors’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Washington Trust 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
2023 Q4	–	Sell	-2,426	Closed	-$22.5K	–	690
2023 Q3	$22.5K	Hold	2,426	–	–	﹤0.01%	379
2023 Q2	$25.6K	Hold	2,426	–	–	﹤0.01%	360
2023 Q1	$26.2K	Hold	2,426	–	–	﹤0.01%	385
2022 Q4	$25.1K	Hold	2,426	–	–	﹤0.01%	392
2022 Q3	$25K	Hold	2,426	–	–	﹤0.01%	485
2022 Q2	$28K	Hold	2,426	–	–	﹤0.01%	484
2022 Q1	$32K	Hold	2,426	–	–	﹤0.01%	512
2021 Q4	$37K	Buy	+2,426	New	+$36K	﹤0.01%	527

Other funds holding NMZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MPW

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Washington Trust Advisors's NMZ Position: Q4 2023 in Review

Washington Trust Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 2,426 shares — an estimated $22.5K sold.

Washington Trust Advisors first reported a position in NMZ in Q4 2021 and held it in 8 quarters. The position peaked at $37K in Q4 2021. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

Washington Trust Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 2,426 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $22.5K.
Washington Trust Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2021 and held it in 8 quarters.
Washington Trust Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $37K in Q4 2021.
132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.