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Waterloo Capital’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Waterloo Capital’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
2024
Q4 		– Sell
-10,478
Closed -$122K – 385
2024
Q3 		$122K Hold
10,478
– – 0.01% 349
2024
Q2 		$113K Sell
10,478
-19,963
-66% -$210K 0.01% 344
2024
Q1 		$321K Sell
30,441
-1,277
-4% -$13K 0.04% 281
2023
Q4 		$313K Buy
+31,718
New +$296K 0.05% 282

Other funds holding NMZ

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Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Waterloo Capital's NMZ Position: Q4 2024 in Review

Waterloo Capital sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2024, closing a stake of 10,478 shares — an estimated $122K sold.

Waterloo Capital first reported a position in NMZ in Q4 2023 and held it in 4 quarters. The position peaked at $321K in Q1 2024. 126 funds tracked by Wall St. Rank hold NMZ as of Q4 2024.

  • Waterloo Capital reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Waterloo Capital sold 10,478 Nuveen Municipal High Income Opportunity Fund shares in Q4 2024, an estimated $122K.
  • Waterloo Capital first reported a position in Nuveen Municipal High Income Opportunity Fund in Q4 2023 and held it in 4 quarters.
  • Waterloo Capital's Nuveen Municipal High Income Opportunity Fund position peaked at $321K in Q1 2024.
  • 126 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2024.

Based on Waterloo Capital's 13F filing for Q4 2024, filed 13 Feb 2025.