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

Waterfront 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
2023
Q4 		– Sell
-17,000
Closed -$145K – 250
2023
Q3 		$145K Sell
17,000
-1,956
-10% -$20K 0.05% 238
2023
Q2 		$201K Sell
18,956
-998
-5% -$10.6K 0.06% 237
2023
Q1 		$216K Buy
19,954
+4
+0% +$42 0.07% 230
2022
Q4 		$218K Buy
+19,950
New +$208K 0.07% 228

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GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GP
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Waterfront Wealth's NMZ Position: Q4 2023 in Review

Waterfront Wealth sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2023, closing a stake of 17,000 shares — an estimated $145K sold.

Waterfront Wealth first reported a position in NMZ in Q4 2022 and held it in 4 quarters. The position peaked at $218K in Q4 2022. 132 funds tracked by Wall St. Rank hold NMZ as of Q4 2023.

  • Waterfront Wealth reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2023 after selling out during the quarter.
  • Waterfront Wealth sold 17,000 Nuveen Municipal High Income Opportunity Fund shares in Q4 2023, an estimated $145K.
  • Waterfront Wealth first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2022 and held it in 4 quarters.
  • Waterfront Wealth's Nuveen Municipal High Income Opportunity Fund position peaked at $218K in Q4 2022.
  • 132 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2023.

Based on Waterfront Wealth's 13F filing for Q4 2023, filed 31 Jan 2024.