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WMS Partners’s Nuveen Municipal High Income Opportunity Fund NMZ Stock Holding History

WMS Partners’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
2023
Q1 		– Sell
-29,840
Closed -$309K – 291
2022
Q4 		$309K Sell
29,840
-11,000
-27% -$115K 0.03% 203
2022
Q3 		$420K Buy
40,840
+5,778
+16% +$67.9K 0.06% 154
2022
Q2 		$410K Buy
+35,062
New +$421K 0.06% 155

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WMS Partners's NMZ Position: Q1 2023 in Review

WMS Partners sold out of Nuveen Municipal High Income Opportunity Fund (NMZ) in Q1 2023, closing a stake of 29,840 shares — an estimated $309K sold.

WMS Partners first reported a position in NMZ in Q2 2022 and held it in 3 quarters. The position peaked at $420K in Q3 2022. 122 funds tracked by Wall St. Rank hold NMZ as of Q1 2023.

  • WMS Partners reported no remaining Nuveen Municipal High Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • WMS Partners sold 29,840 Nuveen Municipal High Income Opportunity Fund shares in Q1 2023, an estimated $309K.
  • WMS Partners first reported a position in Nuveen Municipal High Income Opportunity Fund in Q2 2022 and held it in 3 quarters.
  • WMS Partners's Nuveen Municipal High Income Opportunity Fund position peaked at $420K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Nuveen Municipal High Income Opportunity Fund as of Q1 2023.

Based on WMS Partners's 13F filing for Q1 2023, filed 12 May 2023.