Winslow Evans & Crocker’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

Winslow Evans & Crocker’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
2017 Q4	–	Sell	-3,038	Closed	-$41.3K	–	1149
2017 Q3	$41.3K	Hold	3,038	–	–	0.01%	521
2017 Q2	$40.8K	Hold	3,038	–	–	0.01%	603
2017 Q1	$39.9K	Hold	3,038	–	–	0.01%	583
2016 Q4	$38.9K	Hold	3,038	–	–	0.01%	588
2016 Q3	$44.1K	Buy	+3,038	New	+$45.2K	0.01%	567

Other funds holding NMZ

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

CCWA

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

Winslow Evans & Crocker's NMZ Position: Q4 2017 in Review

Winslow Evans & Crocker sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q4 2017, closing a stake of 3,038 shares — an estimated $41.3K sold.

Winslow Evans & Crocker first reported a position in NMZ in Q3 2016 and held it in 5 quarters. The position peaked at $44.1K in Q3 2016. 54 funds tracked by Wall St. Rank hold NMZ as of Q4 2017.

Winslow Evans & Crocker reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q4 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 3,038 Nuveen Municipal High Income Opportunity Fund shares in Q4 2017, an estimated $41.3K.
Winslow Evans & Crocker first reported a position in Nuveen Municipal High Income Opportunity Fund in Q3 2016 and held it in 5 quarters.
Winslow Evans & Crocker's Nuveen Municipal High Income Opportunity Fund position peaked at $44.1K in Q3 2016.
54 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q4 2017.

Based on Winslow Evans & Crocker's 13F filing for Q4 2017, filed 19 Jan 2018.