WC
NIO

Whitnell & Co’s NUVEEN MUNICIPAL OPPORTUNITY FUND INC NIO Stock Holding History

Whitnell & Co’s Portfolio NIO Stock Details NIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,000
Closed -$26K – 280
2013
Q4 		$26K Buy
+2,000
New +$25.7K 0.01% 203
2013
Q3 		– Sell
-2,882
Closed -$40K – 396
2013
Q2 		$40K Buy
+2,882
New +$42K 0.02% 199

Other funds holding NIO

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Whitnell & Co's NIO Position: Q1 2014 in Review

Whitnell & Co sold out of NUVEEN MUNICIPAL OPPORTUNITY FUND INC (NIO) in Q1 2014, closing a stake of 2,000 shares — an estimated $26K sold.

Whitnell & Co first reported a position in NIO in Q2 2013 and held it in 2 quarters. The position peaked at $40K in Q2 2013. 91 funds tracked by Wall St. Rank hold NIO as of Q1 2014.

  • Whitnell & Co reported no remaining NUVEEN MUNICIPAL OPPORTUNITY FUND INC position as of Q1 2014 after selling out during the quarter.
  • Whitnell & Co sold 2,000 NUVEEN MUNICIPAL OPPORTUNITY FUND INC shares in Q1 2014, an estimated $26K.
  • Whitnell & Co first reported a position in NUVEEN MUNICIPAL OPPORTUNITY FUND INC in Q2 2013 and held it in 2 quarters.
  • Whitnell & Co's NUVEEN MUNICIPAL OPPORTUNITY FUND INC position peaked at $40K in Q2 2013.
  • 91 funds tracked by Wall St. Rank held NUVEEN MUNICIPAL OPPORTUNITY FUND INC as of Q1 2014.

Based on Whitnell & Co's 13F filing for Q1 2014, filed 5 May 2014.