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

Washington Trust’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
2021 Q4	–	Sell	-2,426	Closed	-$36K	–	1038
2021 Q3	$36K	Hold	2,426	–	–	﹤0.01%	583
2021 Q2	$37K	Hold	2,426	–	–	﹤0.01%	587
2021 Q1	$35K	Hold	2,426	–	–	﹤0.01%	581
2020 Q4	$35K	Hold	2,426	–	–	﹤0.01%	560
2020 Q3	$33K	Buy	+2,426	New	+$32.7K	﹤0.01%	521

Other funds holding NMZ

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Washington Trust's NMZ Position: Q4 2021 in Review

Washington Trust sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2021, closing a stake of 2,426 shares — an estimated $36K sold.

Washington Trust first reported a position in NMZ in Q3 2020 and held it in 5 quarters. The position peaked at $37K in Q2 2021. 123 funds tracked by Wall St. Rank hold NMZ as of Q4 2021.

Washington Trust reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 2,426 Nuveen Municipal High Income Opportunity Fund shares in Q4 2021, an estimated $36K.
Washington Trust first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2020 and held it in 5 quarters.
Washington Trust's Nuveen Municipal High Income Opportunity Fund position peaked at $37K in Q2 2021.
123 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.