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

Waverly 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
2015 Q4	–	Sell	-758	Closed	-$10K	–	301
2015 Q3	$10K	Hold	758	–	–	0.01%	345
2015 Q2	$10K	Hold	758	–	–	0.01%	275
2015 Q1	$10K	Hold	758	–	–	0.01%	260
2014 Q4	$10K	Hold	758	–	–	0.01%	313
2014 Q3	$10K	Hold	758	–	–	0.01%	482
2014 Q2	$10K	Hold	758	–	–	﹤0.01%	444
2014 Q1	$10K	Hold	758	–	–	﹤0.01%	427
2013 Q4	$9K	Hold	758	–	–	﹤0.01%	571
2013 Q3	$9K	Buy	+758	New	+$8.8K	﹤0.01%	451

Other funds holding NMZ

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

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

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Waverly Advisors's NMZ Position: Q4 2015 in Review

Waverly Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2015, closing a stake of 758 shares — an estimated $10K sold.

Waverly Advisors first reported a position in NMZ in Q3 2013 and held it in 9 quarters. The position peaked at $10K in Q3 2015. 44 funds tracked by Wall St. Rank hold NMZ as of Q4 2015.

Waverly Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2015 after selling out during the quarter.
Waverly Advisors sold 758 Nuveen Municipal High Income Opportunity Fund shares in Q4 2015, an estimated $10K.
Waverly Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2013 and held it in 9 quarters.
Waverly Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $10K in Q3 2015.
44 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2015.

Based on Waverly Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.