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Whittier Trust’s Nuveen Dynamic Municipal Opportunities Fund NDMO Stock Holding History

Whittier Trust’s Portfolio NDMO Stock Details NDMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,500
Closed -$147K – 1566
2024
Q1 		$147K Buy
+13,500
New +$143K ﹤0.01% 714

Other funds holding NDMO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWP
Tyche Wealth Partners Plano, Texas $648M AUM 20.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Whittier Trust's NDMO Position: Q2 2024 in Review

Whittier Trust sold out of Nuveen Dynamic Municipal Opportunities Fund (NDMO) in Q2 2024, closing a stake of 13,500 shares — an estimated $147K sold.

Whittier Trust first reported a position in NDMO in Q1 2024 and held it in 1 quarter. The position peaked at $147K in Q1 2024. 59 funds tracked by Wall St. Rank hold NDMO as of Q2 2024.

  • Whittier Trust reported no remaining Nuveen Dynamic Municipal Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 13,500 Nuveen Dynamic Municipal Opportunities Fund shares in Q2 2024, an estimated $147K.
  • Whittier Trust first reported a position in Nuveen Dynamic Municipal Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Whittier Trust's Nuveen Dynamic Municipal Opportunities Fund position peaked at $147K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Nuveen Dynamic Municipal Opportunities Fund as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.