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

WFG 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 Q1	–	Sell	-1,310	Closed	-$18K	–	1965
2014 Q4	$18K	Hold	1,310	–	–	﹤0.01%	1260
2014 Q3	$17K	Hold	1,310	–	–	﹤0.01%	1336
2014 Q2	$17K	Hold	1,310	–	–	﹤0.01%	1332
2014 Q1	$17K	Hold	1,310	–	–	﹤0.01%	1309
2013 Q4	$16K	Hold	1,310	–	–	﹤0.01%	1426
2013 Q3	$15K	Sell	1,310 -1,000	-43%	-$11.6K	﹤0.01%	1377
2013 Q2	$29K	Buy	+2,310	New	+$30.9K	﹤0.01%	1080

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

CCWA

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

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

ICAS

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

WFG Advisors's NMZ Position: Q1 2015 in Review

WFG Advisors sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2015, closing a stake of 1,310 shares — an estimated $18K sold.

WFG Advisors first reported a position in NMZ in Q2 2013 and held it in 7 quarters. The position peaked at $29K in Q2 2013. 49 funds tracked by Wall St. Rank hold NMZ as of Q1 2015.

WFG Advisors reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 1,310 Nuveen Municipal High Income Opportunity Fund shares in Q1 2015, an estimated $18K.
WFG Advisors first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Nuveen Municipal High Income Opportunity Fund position peaked at $29K in Q2 2013.
49 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.